Added to YB: 2024-05-20
Pitch date: 2024-05-19
GPP.WA [bullish]
Grupa Pracuj S.A.
-9.08%
current return
Author Info
Kroker Equity Research is a value investor that uses Discounted Cash Flow (DCF) Model or the Excess Returns Model to value stocks. Sign up for their newsletter.
Company Info
Grupa Pracuj S.A. operates HR technology platform in Poland, Ukraine, and Germany. The company operates Pracuj.
Market Cap
PLN 4.3B
Pitch Price
PLN 58.62
Price Target
90.00 (+69%)
Dividend
3.31%
EV/EBITDA
12.32
P/E
20.75
EV/Sales
5.53
Sector
Professional Services
Category
value
Grupa Pracuj S.A. - $GPP.WA
Grupa Pracuj (GPP.WA): Leading HR tech in Poland, Ukraine & DACH. 64% Polish, 6% Ukrainian & 30% German revenue in 2023. Strong growth with 30.7% rev CAGR '20-'23 but competition & Ukraine war pose risks. Poland stable, Germany surging, Ukraine volatile. 22-23% sustainable norm net margin, 33-36% FCF margin est. Stock at 62.5 PLN undervalued 40-45% vs 85-90 PLN fair value. Low liquidity, use limit orders.
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