Added to YB: 2023-09-07
Pitch date: 2023-09-07
ZENV [bullish]
Zenvia Inc.
+22.33%
current return
Author Info
Clark Square Capital is a former equity analyst and now a full-time investor managing their own capital. Sign up for their newsletter
Company Info
Zenvia Inc. develops a cloud-based platform that enables organizations to integrate various communication capabilities in Brazil, the United States, Argentina, Mexico, the Netherlands, Malta, Peru, Switzerland, Colombia, Chile, and internationally.
Market Cap
$381.2M
Pitch Price
$1.03
Price Target
N/A
Dividend
N/A
EV/EBITDA
-14.80
P/E
-3.17
EV/Sales
0.41
Sector
Software
Category
N/A
Zenvia ($ZENV)
ZENV: Brazilian CPaaS/SaaS co. $145M rev, $15M EBITDA. 4.4x net debt/EBITDA. Funding gap risk, but likely solvable in 2Q. Improving ops, easier comps, macro tailwinds. $3 PT (prob-weighted) vs $1 current. Bull case $9. Risks: dilution, Brazil macro, FX. Catalysts: gap resolution, OneZenvia launch, EBITDA growth to $25M in 2024.
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