Professional
Added to YB: 2026-08-13
Pitch date: 2026-08-10
SPT [bullish]
Sprout Social, Inc.
+14.1%
current return
Author Info
Engineer and investor. Looking for companies with inflecting earnings and a margin of safety. Sign up for the newsletter.
Company Info
Sprout Social, Inc. designs, develops, and operates a web-based social media management platform in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$573.8M
Pitch Price
$10.14
Price Target
N/A
Dividend
N/A
EV/EBITDA
-52.99
P/E
-19.09
EV/Sales
1.04
Sector
Software
Category
value
Phenom Capital Portfolio updates and Housekeeping: Added - Sprout Social, Inc.
SPT (added to position): Beaten-up SaaS social media mgmt co, bought <1x sales, 6-7x non-GAAP earnings, avg cost $7.55, growing 10%+. Earnings pop on decent growth + $50M annualized cost savings. SBC down 18%→13% YoY, 20% workforce cut. Founder back as CTO; supervoting rights expire Dec 17 = potential catalyst.
Read full article (1 min)