Added to YB: 2026-08-03
Pitch date: 2026-07-31
VIT-B.ST [bullish]
Vitec Software Group AB (publ)
Author Info
No bio for this author
Company Info
Vitec Software Group AB (publ) develops and delivers vertical software solutions in Sweden, Denmark, Finland, Norway, the Netherlands, the United States, and internationally.
Market Cap
SEK 9.2B
Pitch Price
N/A
Price Target
445.00 (+90%)
Dividend
1.60%
EV/EBITDA
10.30
P/E
19.63
EV/Sales
3.23
Sector
Software
Category
value
Vitec Software: The Nordic Compounder Everyone Loved — Now on Sale
VIT-B.ST: Nordic Constellation Software—decentralized serial acquirer of 49 mission-critical VMS niches, 85% recurring rev, 12.5% insider-owned. Down 60% from SEK495 high to ~SEK223, de-rated to 19x from 40-50x on cyclical M&A slowdown, margin scare & overblown AI fears. FY25 sales SEK3.63B, EBITA 29%, ~15% growth. Fair P/E 23 + mid-teens EPS growth = ~24% annual return.
Read full article (11 min)