Professional
Added to YB: 2022-01-01
Pitch date: 2022-01-01
CLBT [bullish]
Cellebrite DI Ltd.
+126.75%
current return
Author Info
Greenhaven Road is a boutique hedge fund with the patience and confidence to step outside of the norm. Visit their website.
Company Info
Cellebrite DI Ltd. develops solutions for legally sanctioned investigations in Europe, the Middle East, Africa, the Americas, and the Asia-Pacific.
Market Cap
$4.1B
Pitch Price
$8.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
44.78
P/E
53.68
EV/Sales
7.75
Sector
Software
Category
growth
Greenhaven Road New Position - Cellebrite (CLBT)
CLBT: Digital intelligence for gov/law enforcement. 5K+ customers, 140% net dollar retention, 30%+ recurring rev growth. Extracting more value from existing base (only 20% penetrated). 80% gross margins. Trades <5x FY22 rev (>50% discount to peers). Secular growth + multiple expansion potential.
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