Added to YB: 2025-01-22
Pitch date: 2025-01-20
NEDAP.AS [bullish]
Nedap N.V.
+61.81%
current return
Author Info
Mindful Compounding writes about the magic of compounding in high-quality businesses led by outstanding people. Sign up for the newsletter.
Company Info
Nedap N.V., together with its subsidiaries, develops and manufactures electronic equipment and software in the Netherlands, Germany, rest of Europe, North America, and internationally.
Market Cap
EUR 611.4M
Pitch Price
EUR 55.87
Price Target
N/A
Dividend
3.45%
EV/EBITDA
16.25
P/E
28.77
EV/Sales
2.39
Sector
Electronic Equipment, Instruments and Components
Category
growth
A Deep Dive into Nedap (NEDAP.AS)
NEDAP.AS: Tech firm transitioning to SaaS, 40% recurring revenue growing 17% CAGR. Leader in Healthcare (99% retention), Retail, Security, Livestock. 8% rev growth, 12% net margin target. Risks: CEO departure, market disruption. Trading at 20x P/E vs 16x exit multiple. 15% potential return incl. 5% dividend.
Read full article (36 min)