Added to YB: 2024-06-24
Pitch date: 2024-06-21
VOX.WA [bullish]
Voxel S.A.
+35.86%
current return
Author Info
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Company Info
Voxel S.A. operates a network of diagnostic imaging laboratories in Poland. The company provides diagnostic imaging services, which include magnetic resonance imaging scans, computed tomography scans, and positron emission tomography; teleradiology services; ultrasound and X-ray examinations; and neuroradiosurgery services.
Market Cap
PLN 1.3B
Pitch Price
PLN 89.65
Price Target
233.00 (+91%)
Dividend
2.24%
EV/EBITDA
8.37
P/E
14.63
EV/Sales
2.81
Sector
Health Care Providers and Services
Category
growth
Compounding Polska Volume III: Voxel SA
VOX.WA: Polish diagnostic imaging firm growing 19% CAGR last 15yrs w/ 30%+ ROE. 41 centers, 65 scanners. 85% rev radiology, 12% IT/equip, 3% treatments. Operates in sector w/ 5.7% growth in Poland (5.5% global to $35B by '28). Experienced mgmt, strong Q1 '24 w/ PLN 109M rev (+23%), 35% EBITDA margin. Cheap at 11x PE, 7x EV/EBITDA w/ PLN 233 PT for 16%+ IRR. Risks: regulation, tech obsolescence, reliance on public health $ (76% of revs).
Read full article (11 min)