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Added to YB: 2023-09-19

Pitch date: 2023-09-19

PINE.L [bullish]

Pinewood Technologies Group PLC

+103.21%

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

Pinewood Technologies Group PLC operates as a cloud-based dealer management software provider in the United Kingdom, rest of Europe, Africa, Asia, the Middle East, and internationally.

Market Cap

GBP 367.0M

Pitch Price

GBP 1.79

Price Target

N/A

Dividend

N/A

EV/EBITDA

43.91

P/E

65.61

EV/Sales

10.56

Sector

Software

Category

N/A

Show full summary:
Pinewood ($PINE.L)

PINE.L: UK auto dealer selling main biz, keeping Pinewood SaaS. 16.5p/share dividend. Pinewood valued at 7.2p/share, 8x 2022 EBITDA. 90% recurring rev, 60-70% EBITDA margin. Target 27m GBP EBITDA by 2027 (4.4x). US JV upside. Comps at 15-25x EBITDA. 18p/share potential. Risks: deal approval, execution. Completion Q4 2023.

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