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
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.
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