Added to YB: 2025-01-27
Pitch date: 2025-01-24
INF.PA [bullish]
Infotel SA
+26.71%
current return
Author Info
DB_Silver_Fox is a CFO and value investor interested in: European & US hidden champions, simple and effective business models, and US Banks. Sign up for the newsletter.
Company Info
Infotel SA designs, develops, markets, and maintains software solutions in the areas of security, performance, and management in France, rest of Europe, and the United States.
Market Cap
EUR 304.8M
Pitch Price
EUR 34.25
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
IT Services
Category
dividend
$INF.PA - a small cap French in the IT sector
INF.PA: IT services co, 90% France rev. 15-20% ROE, 9.5% BV/share CAGR. Consistent profits, 10% norm. op margin. Net cash position. 5.5% div yield, 53% FCF payout. Fair value ~€38.5 vs €36 price. 13-14% potential annual return. Started position. Growth potential in EU/US markets.
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