Added to YB: 2025-01-02
Pitch date: 2024-11-13
DND.TO [bearish]
Dye & Durham Limited
+73.39%
current return
Author Info
No bio for this author
Company Info
Dye & Durham Limited, together with its subsidiaries, provides cloud-based software and technology solutions for law firms, financial service institutions, sole-practitioner law firms, and government organizations in Canada, Australia, South Africa, Ireland, and the United Kingdom.
Market Cap
CAD 970.4M
Pitch Price
CAD 17.44
Price Target
N/A
Dividend
0.52%
EV/EBITDA
17.32
P/E
-5.33
EV/Sales
5.46
Sector
Software
Category
N/A
Dye & Durham Limited - $DND.TO
DND.TO: Significant churn masked by revenue pull-forwards. Unity logins -60%, competitors +500%. 3-yr contracts booked upfront. Real estate & business law segments face existential risks. CEO Proud's compensation & governance issues. Leverage concerns. Q3'FY25E catalyst as contracts expire. Potential restructuring or exposure of accounting gimmicks.
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