Professional
Added to YB: 2024-12-20
Pitch date: 2024-12-18
GCT [bullish]
GigaCloud Technology Inc.
+113.57%
current return
Author Info
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Company Info
GigaCloud Technology Inc. provides end-to-end B2B ecommerce solutions for large parcel merchandise in the United States and internationally.
Market Cap
$782.7M
Pitch Price
$18.90
Price Target
35.30 (-13%)
Dividend
N/A
EV/EBITDA
4.00
P/E
6.69
EV/Sales
0.82
Sector
Distributors
Category
growth
Kathmandu Capital New Position: GigaCloud Technology Inc.
GCT: Cross-border B2B marketplace for bulky items. 84% 5-yr CAGR, triple-digit ROTC. Trades 4.8x EV/EBIT due to 'Chinese discount'. Cost advantage, strong barriers to entry. Expansion to Europe, adjacent markets could double revenue/TAM in 3 yrs. 99% upside projected. $260M cash, no debt for buybacks if undervalued.
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