Professional
Added to YB: 2024-12-19
Pitch date: 2024-12-19
LGTY [neutral]
Logility Supply Chain Solutions, Inc.
+35.61%
current return
Author Info
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Company Info
Logility Supply Chain Solutions, Inc. develops, markets, and supports a range of computer business application software products in the United States and internationally.
Market Cap
$481.4M
Pitch Price
$10.54
Price Target
N/A
Dividend
N/A
EV/EBITDA
45.51
P/E
-1.1K
EV/Sales
3.95
Sector
Software
Category
special_situation
LGTY: Low Margins and Activist Momentum Drive Acquisition Appeal
LGTY (acquisition target): Supply chain software co exploring sale. No organic growth but sticky revenue, healthy cash flow. Low EBITDA margins offer cost-cutting potential. ~20% market cap in net cash. Activists pushing for strategic alternatives. Reuters reports sale exploration underway.
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