Added to YB: 2025-01-17
Pitch date: 2025-01-13
INPST.AS [bullish]
InPost S.A.
-36.79%
current return
Author Info
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Company Info
InPost S.A., together with its subsidiaries, operates as an out-of-home e-commerce enablement platform providing parcel locker services in Poland and other European countries.
Market Cap
EUR 20.0B
Pitch Price
EUR 16.12
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.56
P/E
22.50
EV/Sales
2.11
Sector
Air Freight and Logistics
Category
growth
InPost (INPST.AS) - Undervalued Delivery Disruptor
INPST.AS: Euro logistics leader w/ 44k APMs, 35k PUDOs. 20-50% faster, 30-40% cheaper than rivals. 56% Polish APM share, 20% Western EU OOH share. Moat via dense APM network. 2024E: 17% OHP growth in FR/Iberia/Benelux, 55% in UK/IT. Margins improving: 21pp Other Int'l, 3pp Mondial Relay. High growth, strong CF, wide moat.
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