Professional
Added to YB: 2025-03-17
Pitch date: 2025-03-13
CLA.PA [bullish]
Claranova SE
+1.4%
current return
Author Info
No bio for this author
Company Info
Claranova SE, a technology company, engages in personalized e-commerce, software publishing, and internet of things (IoT) management in France, the United States, the United Kingdom, Germany, other European countries, and internationally.
Market Cap
EUR 130.3M
Pitch Price
EUR 2.50
Price Target
7.00 (+178%)
Dividend
N/A
Sector
Software
Category
special_situation
Why now might be the best time ever to invest in Claranova despite the recent strong performance
CLA.PA: Conglomerate divesting PlanetArt to GA for €150M, focusing on Avanquest SaaS (90% sub rev, 23% margin). PDF tech hard to replicate. 2024/25 est: €130M rev, €30M EBITDA. Current 5x EBITDA, 7.5x P/E. 11x EBITDA implies €5.4/sh. MyDevices sale could add €15-20M. New mgmt driving value creation. PT €7.