Professional
Added to YB: 2025-10-09
Pitch date: 2025-10-06
SMCRT.OL [bullish]
SmartCraft Group AB (publ)
-31.48%
current return
Author Info
Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life
Company Info
SmartCraft Group AB (publ) provides software solutions to the construction industry in Norway, Sweden, Finland, and the United Kingdom.
Market Cap
SEK 2.4B
Pitch Price
SEK 27.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.16
P/E
28.92
EV/Sales
4.04
Sector
Software
Category
growth
Idea Brunch with Franco Chomnalez of Sophon Capital Research - SmartCraft ASA
SMCRT.OL: Norwegian SaaS for construction/contractors in 10-15% penetrated market. Rule of 50 company w/ 18x LTV/CAC ratio, disciplined M&A roll-up strategy in fragmented space. Trading 25x FCF - reasonable for long reinvestment runway digitizing least digitized industry.
Read full article (1 min)