Added to YB: 2026-08-17
Pitch date: 2026-06-30
REY.MI [bullish]
Reply S.p.A.
+32.16%
current return
Author Info
No bio for this author
Company Info
Reply S.p.A. provides consulting, system integration, and digital services based on communication channels and digital media in Italy and internationally.
Market Cap
EUR 4.4B
Pitch Price
EUR 91.25
Price Target
N/A
Dividend
1.12%
EV/EBITDA
8.51
P/E
17.29
EV/Sales
1.58
Sector
IT Services
Category
value
Harris Associates International Small Cap Strategy New Position: Reply
REY.MI (new position): Turin IT services co, ~150 domain-specialist boutiques doing consulting, systems integration & digital transformation for EU/US enterprises. Decentralized model of senior onshore experts captures AI productivity gains. Derated on overstated AI-impairment fears; initiated at meaningful discount to intrinsic value.
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