Added to YB: 2024-07-24
Pitch date: 2024-07-23
STC.TO [bullish]
Sangoma Technologies Corporation
-8.92%
current return
Author Info
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Company Info
Sangoma Technologies Corporation, together with its subsidiaries, develops, manufactures, distributes, and supports voice and data connectivity components for software-based communication applications in the United States of America and internationally.
Market Cap
CAD 206.8M
Pitch Price
CAD 7.96
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.54
P/E
-41.14
EV/Sales
1.05
Sector
Communications Equipment
Category
value
Sangoma Technologies reprofile - $SANG & $STC.to
STC.TO: UCaaS provider, 80% recurring rev, 1% churn. 5.6x EV/EBITDA, 8-9x EV/FCF. New CEO, refocused on profitable growth. Deleveraging to <1.5x EBITDA. Risks: competition, dilution, growth stall. Catalysts: 2025 guidance, tuck-in M&A, deleveraging, buybacks. Mid-single digit organic growth potential. Trades at discount to peers due to past issues, debt, slower growth concerns.
Read full article (9 min)