Added to YB: 2025-03-13
Pitch date: 2025-03-10
DNB [bullish]
Dun & Bradstreet Holdings, Inc.
-4.99%
current return
Author Info
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Company Info
Dun & Bradstreet Holdings, Inc. provides business to business data and analytics in North America and internationally.
Market Cap
$3.7B
Pitch Price
$8.41
Price Target
12.25 (+52%)
Dividend
2.38%
Sector
Professional Services
Category
special_situation
Show full summary:
Dun & Bradstreet: Strategic Process Wrapping Up, Cheap Valuation
DNB: Strategic process ending Q1. Cheap at 9x EV/EBITDA for recurring revenue data co. Veritas rumored $12.25 offer. Cannae (CNNE) owns 1/3, sale catalyst for NAV gap. $800M true EBITDA by 2025. Risks: market selloff, slow growth. Upside on deal, limited downside if fails.
Read full article (3 min)