Added to YB: 2025-04-01
Pitch date: 2025-03-28
NATL [bullish]
NCR Atleos Corporation
+47%
current return
Author Info
Alex is an MBA from Columbia Business School, Value Investing Program that invests in global stocks. Sign up for the newsletter.
Company Info
NCR Atleos Corporation, a financial technology company, provides self-directed banking solutions to financial institutions, merchants, manufacturers, retailers, and consumers in the United States, rest of the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$2.6B
Pitch Price
$26.15
Price Target
48.00 (+24%)
Dividend
N/A
EV/EBITDA
5.78
P/E
20.46
EV/Sales
1.21
Sector
Financial Services
Category
growth
NCR Atleos (NATL NYSE)- the SaaS-like transformation of the ATM Industry
NATL: Leading ATM manufacturer transitioning to ATM-as-a-Service model. 80% recurring revenue, 2-2.5x wallet share expansion, higher margins. Trades at 6.2x EV/EBITDA, 9.5x PE despite strong guidance. 25-43% 3-year IRR potential. Risks: slow ATMaaS adoption, rapid cash decline, financial crisis.
Read full article (9 min)