Added to YB: 2026-08-11
Pitch date: 2026-08-09
SPCB [bullish]
SuperCom Ltd.
-5.86%
current return
Author Info
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Company Info
SuperCom Ltd. provides traditional and digital identity, Internet of Things (IoT) and connectivity, and cyber security products and solutions in Africa, Europe, South and center America, the United States, Israel, and Asia Pacific.
Market Cap
$61.2M
Pitch Price
$11.44
Price Target
32.00 (+181%)
Dividend
N/A
EV/EBITDA
16.29
P/E
75.66
EV/Sales
2.51
Sector
Electronic Equipment, Instruments and Components
Category
growth
SuperCom - monitoring the situation
SPCB: Israeli micro-cap electronic-monitoring (ankle monitor) co, US-listed. IoT/EM 91% of rev, growing fast via EU/US tender wins (Sweden $17-75m, Romania $33m, Germany $7-21m). Trades 24x EV/EBITDA (clean $3.1M). 12x on 2030 forecast implies $32/sh, ~3x, 26.6% IRR. Risks: lumpy rev, customer concentration (Romania ~50%), heavy dilution, negative OCF (-$5.5M vs $3.7M NI on receivables), weak governance/FPI reporting, nepotism CEO.
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