Added to YB: 2025-01-28
Pitch date: 2025-01-27
THRY [bullish]
Thryv Holdings, Inc.
-32.98%
current return
Author Info
Inflexio Research looks for special situation & long-term micro-cap plays in the US & Canada. Sign up for the newsletter.
Company Info
Thryv Holdings, Inc. provides digital marketing solutions and cloud-based tools to the small-to-medium-sized businesses in the United States.
Market Cap
$477.5M
Pitch Price
$17.10
Price Target
54.20 (+373%)
Dividend
N/A
Sector
Media
Category
growth
Thryv Holdings Inc. (NASDAQ:THRY) Pitch
THRY: SaaS biz masked by declining YP segment. CEO replicated strategy at ABCD (13.5x return). SaaS now 50%+ of rev, 29% growth, rule of 40. Keap acq adds capabilities. Trades at 50% discount to peers. $54 PT (226% upside) at 3x NTM rev. Risks: SMB dependence, debt, SEC probe.
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