Professional
Added to YB: 2024-04-23
Pitch date: 2024-04-15
PAR [bullish]
PAR Technology Corporation
-11.49%
current return
Author Info
Laughing Water Capital is a boutique investment partnership. Our partners believe that careful analysis of a select group of businesses can lead to above average investment returns for equity investors. Our small size and patient approach give us an advantage that cannot be matched by traditional asset managers or hedge funds that are focused on the day to day gyrations of the stock market, rather than the fundamental value of businesses. Visit their website.
Company Info
PAR Technology Corporation, together with its subsidiaries, provides omnichannel cloud-based hardware and software solutions to the worldwide.
Market Cap
$1.4B
Pitch Price
$41.68
Price Target
N/A
Dividend
N/A
EV/EBITDA
-37.38
P/E
-14.50
EV/Sales
4.16
Sector
Software
Category
growth
Laughing Water Capital Portfolio Holding: PAR Technology Corporation
PAR: Leading enterprise restaurant software player. Executing well despite overvaluation in 2021. Stock down but fundamentals strong: product progress, new wins, M&A. Govt biz sale imminent for pure-play software story. ARPUs up, margins expanding, near 'rule of 40'. RFPs accelerating from Tier 1 customers with higher win rates. Rerating likely as growth continues.
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