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Added to YB: 2024-04-24

Pitch date: 2024-04-23

BOUV.OL [bullish]

Bouvet ASA

+14.83%

current return

Author Info

No bio for this author

Company Info

Bouvet ASA provides IT and digital communication consultancy services for public and private sectors in Norway, Sweden, and internationally.

Market Cap

NOK 6.0B

Pitch Price

NOK 55.04

Price Target

84.42 (+33%)

Dividend

N/A

EV/EBITDA

10.26

P/E

15.78

EV/Sales

1.51

Sector

IT Services

Category

value

Show full summary:
Bouvet - A sleeping Compounder

BOUV.OL: High-quality Norwegian IT consultancy, 97% rev from loyal clients like Equinor. Trades at 19x P/E despite 12% EPS growth potential (10% headcount growth + 2% rev/employee increase), 11% margins, 5% div yield, 40% ROIC. AI presents opportunities, not just risks. 40% upside.

Read full article (5 min)