Added to YB: 2026-01-08
Pitch date: 2026-01-05
THRY [bullish]
Thryv Holdings, Inc.
-79.07%
current return
Author Info
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Company Info
Thryv Holdings, Inc. provides digital marketing solutions and cloud-based tools to the small-to-medium-sized businesses in the United States.
Market Cap
$171.2M
Pitch Price
$5.78
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Software
Category
value
Phenom Capital 2025 Portfolio Update (+59%) - Part 1: Thryv Holdings, Inc.
THRY (added to position): SaaS biz growing 14% organic revenue, <5x EBITDA after 60% drop post-Q3. NRR fell to 94% from 103% Q2, mgmt claims intentional low-quality customer churn but market unconvinced. Attractive valuation if they can stabilize NRR & wind down legacy Marketing Services.
Read full article (1 min)