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Added to YB: 2025-03-11

Pitch date: 2025-03-09

TXT.WA [bullish]

Text S.A.

-4.82%

current return

Author Info

Company Info

Text S.A. develops and distributes online text communication software for businesses worldwide. It offers LiveChat, a platform for online multichannel text communication; ChatBot, a chatbot building platform that allows the creation of conversational chatbots to handle various business scenarios; KnowledgeBase, a platform that lets companies to create knowledge bases for employees and clients; OpenWidget, a solution allowing for an easy installation of widgets on website; and HelpDesk, a solution that supports business communication with the client through various text communication channels, such as mail, live chat, etc.

Market Cap

PLN 1.3B

Pitch Price

PLN 50.80

Price Target

N/A

Dividend

11.83%

Sector

Software

Category

value

Show full summary:
TEXT.WA - The company is undervalued. Everyone got it wrong?

TXT.WA: Polish SaaS co, 80% GM, 51% OM. Cheap at 6.7x EV/EBIT, 7.6x P/E, 12.7% FCF yield. 9.4% MRR growth, rising ARPU. Risks: customer decline, competition, strategic pivot. Even in pessimistic scenario (14% rev decline, 35% OM in 3y), only 14% downside. Strong financials provide buffer.

Read full article (3 min)