Added to YB: 2024-02-05
Pitch date: 2024-02-02
CTLP [bullish]
Cantaloupe, Inc.
+58.79%
current return
Author Info
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Company Info
Cantaloupe, Inc., a digital payments and software services company, provides technology solutions for self-service commerce market.
Market Cap
$605.1M
Pitch Price
$6.77
Price Target
10.00 (-7%)
Dividend
N/A
EV/EBITDA
19.64
P/E
48.75
EV/Sales
2.25
Sector
Financial Services
Category
growth
My Top February Stock Pick: Cantaloupe Poised For Margin Expansion
$CTLP shift to subscription model shows promise despite flat 5Y returns & high P/E. Insiders bullish as leading US self-service retail commerce provider eyes $3-20B global TAM. Strong micro-market & intl growth, competitive edge in payments, equipment & software. New mgmt focused on transparency & growth, conservative ests could beat EPS. Risks: competition, shortages, slower margin gains. Upcoming ER catalyst as market underappreciates transformation.
Read full article (18 min)