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Added to YB: 2025-04-02

Pitch date: 2025-03-28

ENGH.TO [bullish]

Enghouse Systems Limited

-16.77%

current return

Author Info

Company Info

Enghouse Systems Limited, together with its subsidiaries, develops enterprise software solutions worldwide.

Market Cap

CAD 1.5B

Pitch Price

CAD 24.13

Price Target

N/A

Dividend

4.55%

EV/EBITDA

9.94

P/E

17.17

EV/Sales

2.36

Sector

Software

Category

value

Show full summary:
Portfolio Updates - March 2025 - Enghouse Systems Limited

ENGH.TO: Acquires distressed VMS enterprise software cos, cuts unprofitable revenue. AI risk overstated. 10% FCF growth expected. Margins may recover as SaaS pricing pressure eases. Cash hoarding limits ROE. 16-20% IRR target. Value play with higher IRR than Trubridge.

Read full article (2 min)