Added to YB: 2024-02-06
Pitch date: 2024-02-06
SGE.L [bullish]
The Sage Group plc
-3.4%
current return
Author Info
No bio for this author
Company Info
The Sage Group plc, together with its subsidiaries, provides technology solutions and services for small and medium businesses in North America, Europe, the United Kingdom, Ireland, Africa and Asia-Pacific.
Market Cap
GBP 11.6B
Pitch Price
GBP 11.26
Price Target
N/A
Dividend
1.72%
EV/EBITDA
23.35
P/E
37.69
EV/Sales
5.28
Sector
Software
Category
growth
Sage Group ($SGE) Investment Thesis
$SGE: Undervalued vs $INTU & $XRO; 95%+ recurring rev from cloud transition, margins to expand; sticky customers enable x-selling; can grow EPS at high-teens rate; diversified SMB focus w/ partners; global cloud solutions & digital network; robust financials & capital allocation.
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