Added to YB: 2024-02-15
Pitch date: 2024-02-12
ETWO [bullish]
E2open Parent Holdings, Inc.
-14.73%
current return
Author Info
Directionally Correct Research shares is a generalist hedge fund analyst sharing stock pitches in the small to mid cap space. Sign up for the newsletter.
Company Info
E2open Parent Holdings, Inc. provides cloud-based and end-to-end supply chain management and orchestration SaaS platform in the Americas, Europe, and the Asia Pacific.
Market Cap
$1.0B
Pitch Price
$3.87
Price Target
6.80 (+106%)
Dividend
N/A
EV/EBITDA
11.69
P/E
-1.61
EV/Sales
3.11
Sector
Software
Category
turnaround
E2open Parent Holdings, Inc. Embracing Transformation for Growth
$ETWO misunderstood as stagnant overleveraged roll-up but transforming for organic growth w/ strong offerings tailwinds 12x FY25 EBITDA 30%+ margin recurring revs New CEO/CCO pivoting to SaaS fixing sales issues Assuming <12% growth still 20%+ 3yr IRR to $6.8+ Activist holders downside protected
Read full article (6 min)