Added to YB: 2025-01-03
Pitch date: 2025-01-03
SES.MI [bullish]
SeSa S.p.A.
Author Info
@ArmsGarrett is a a research analyst and portfolio manager whoe stock pitches on Twitter. Follow on Twitter
Company Info
SeSa S.p.A., together with its subsidiaries, distributes value-added information technology (IT) software and technologies in Italy and internationally.
Market Cap
EUR 958.8M
Pitch Price
N/A
Price Target
120.00
Dividend
1.61%
Sector
Electronic Equipment, Instruments and Components
Category
growth
Why SeSa Could Be Italy’s Next Big IT Success Story
SES.MI: Italian IT distributor at €61, €940M cap. 8x fwd P/E vs 15x hist. 9% organic CAGR, 17% EPS CAGR last decade. M&A strategy: 75 deals, 5x EV/EBITDA avg. Shifting to higher-margin software/services. Near-term headwinds: IT hardware decline, Digital Green slowdown. AI/cloud growth potential. €120 PT (2x) in 12mo. Underlevered, acquisition target.
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