Professional
Added to YB: 2025-01-28
Pitch date: 2025-01-26
NATL [bullish]
NCR Atleos Corporation
+20.33%
current return
Author Info
Alex is an MBA from Columbia Business School, Value Investing Program that invests in global stocks. Sign up for the newsletter.
Company Info
NCR Atleos Corporation, a financial technology company, provides self-directed banking solutions to financial institutions, merchants, manufacturers, retailers, and consumers in the United States, rest of the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$2.6B
Pitch Price
$32.17
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.78
P/E
20.46
EV/Sales
1.21
Sector
Financial Services
Category
growth
Rome Capital Portfolio Holding: NCR Atleos Corporation
NATL: Global ATM leader (35% mkt share) at 6.5x EV/EBITDA. 70%+ recurring rev from software/maintenance. Transitioning to ATMaaS, 2.5x more rev/machine. Banks save 25-35% outsourcing ATMs. Standalone co now focused on ATMaaS growth. Mgt guides double-digit growth. Multi-bagger potential if executed well.
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