Added to YB: 2025-02-20
Pitch date: 2025-02-19
THRY [bullish]
Thryv Holdings, Inc.
-69.47%
current return
Author Info
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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
$273.2M
Pitch Price
$18.77
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.25
P/E
15.56
EV/Sales
0.69
Sector
Media
Category
turnaround
Show full summary:
$THRY: SaaS transition trading at depressed multiple
THRY: SaaS transition from Yellow Pages. 50% SaaS rev, legacy declining 35% in 2025. Undervalued at 2.6x 2025 SaaS rev vs peers 9.6x. 200K potential customers, 14% converted. CAC down 95% to $2.2K. 20%+ SaaS EBITDA margins. $310M debt, $250-300M FCF to pay off. CEO success in digital transition.
Read full article (7 min)