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[ANALYST] yb_anon

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

Show full summary:
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.