Added to YB: 2024-05-09
Pitch date: 2024-05-08
TRAK [neutral]
ReposiTrak, Inc.
-15.76%
current return
Author Info
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Company Info
ReposiTrak, Inc., a software-as-a-service provider, designs, develops, and markets proprietary software products in North America.
Market Cap
$385.9M
Pitch Price
$15.91
Price Target
18.00 (+34%)
Dividend
0.34%
EV/EBITDA
58.63
P/E
70.43
EV/Sales
17.31
Sector
Software
Category
growth
Show full summary:
ReposiTrak, Inc. - $TRAK
ReposiTrak ($TRAK): $300M cap sells food supply chain software to grocers. Recurring rev +8% CAGR, profitable 34 qtrs, $23M cash. New traceability product could 15-20x TAM on FDA rule, double revenue in 2-3 yrs. Risks: big tech competition, rule delays, scaling issues. PT $18 on 30x FY2 EPS of $0.60.
Read full article (7 min)