Added to YB: 2024-06-05
Pitch date: 2024-06-04
VRC.WA [neutral]
Vercom S.A.
-0.98%
current return
Author Info
Value at Risk shares investment ideas for stocks listed on the WSE and NewConnect. Sign up for the newsletter.
Company Info
Vercom S.A. develops cloud communications platforms. Its platforms enable companies to build and develop relationships with recipients through various channels, such as email, SMS, push, and instant messaging.
Market Cap
N/A
Pitch Price
PLN 134.72
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Software
Category
growth
Analiza Grupy Vercom (ticker VRC.WA)
VRC.WA: Poland-based CPaaS provider. Q1 rev +40% YoY to $27M, 85K clients. Scaled via M&A: MailerLite (US) for $90M at 11x fwd EBITDA. Margin expansion: 53.6% gross, 25% EBITDA in '23. Seeks 1M clients, 50% div payout. Risks: competition, growth slowdown, M&A. 27x '24E EBITDA.
Read full article (16 min)