<- Go home

Added to YB: 2024-07-29

Pitch date: 2024-07-02

III [bullish]

Action S.A.

+39.16%

current return

Author Info

No bio for this author

Company Info

Action S.A., together with its subsidiaries, engages in the wholesale trade of computer accessories in Poland and internationally.

Market Cap

$179.3M

Pitch Price

$2.85

Price Target

6.00 (+52%)

Dividend

4.79%

EV/EBITDA

8.75

P/E

19.79

EV/Sales

0.90

Sector

IT Services

Category

turnaround

Show full summary:
Rewey Asset Management Portfolio Holding: Information Services Group, Inc.

III: Tech advisory firm down 26% to $2.94. Clients delaying IT projects due to economy & AI. No cancellations, expects 2024 rebound. Keeping staff for future demand. 17% EBITDA margin goal for late 2025. Trading at 7x EBITDA, 6.16% yield, buybacks. $6 price target.

Read full article (1 min)