Professional
Added to YB: 2024-07-25
Pitch date: 2024-07-23
KSPI [bullish]
Joint Stock Company Kaspi.kz
-40.03%
current return
Author Info
No bio for this author
Company Info
Joint Stock Company Kaspi.kz, together with its subsidiaries, provides payments, marketplace, and fintech solutions for consumers and merchants in Kazakhstan, Azerbaijan, and Ukraine.
Market Cap
$7.4T
Pitch Price
$127.84
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.27
P/E
6.79
EV/Sales
2.03
Sector
Consumer Finance
Category
growth
Kathmandu Capital Portfolio Holding: Kaspi.kz
KSPI: Kazakhstan's dominant fintech. 20%+ revenue/profit growth. AI potential from vast data & top talent. Regional monopoly, govt-like entity. Post-war intl expansion eyed. Key trade corridor & resource hub. High-quality compounder deserves 20x P/E. Risks: war, expansion execution.
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