Professional
Added to YB: 2024-12-20
Pitch date: 2024-12-19
LSPD [neutral]
Lightspeed Commerce Inc.
-20.39%
current return
Author Info
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Company Info
Lightspeed Commerce Inc. engages in sale of cloud-based software subscriptions and payments solutions for single and multi-location retailers, restaurants, golf course operators, and other businesses.
Market Cap
CAD 1.6B
Pitch Price
CAD 15.25
Price Target
N/A
Dividend
N/A
EV/EBITDA
-52.20
P/E
-2.58
EV/Sales
1.04
Sector
Software
Category
special_situation
What We're Looking At - Lightspeed Commerce Inc.
LSPD (watchlist): Cloud POS for complex retail/hospitality. $1bn rev run rate (10x 2019), 24% YoY growth, stable opex. Profitable 2024, 25% mkt cap in cash. Strategic review w/ JPM, 200 job cuts. 21x FY26 EV/EBITDA, 40% EBITDA CAGR. High SBC. Buybacks started 2023.
Read full article (2 min)