Added to YB: 2026-08-19
Pitch date: 2026-08-17
EVVTY [neutral]
Evolution AB (publ)
Author Info
No bio for this author
Company Info
Evolution AB (publ) develops, produces, markets, and licenses live casino and slots solutions to gaming operators in Europe, Asia, North America, Latin America, and internationally.
Market Cap
SEK 13.0B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.41
P/E
12.86
EV/Sales
5.83
Sector
Hotels, Restaurants and Leisure
Category
value
The Rational Investor | August 16 2026 Portfolio Update - Evolution AB
EVVTY (holding update): Live-dealer gaming monopoly, 33% of portfolio, 50%+ net margins. Post-40% CAGR, 2025 rev flat (+0.2%) on Asia/EU regulatory headwinds, but Q1 2026 rev +7% constant currency signals structural growth returning. Trades 12x earnings w/ fresh $2B buyback shrinking share count at ideal time.
Read full article (1 min)