Added to YB: 2026-10-15
Pitch date: 2026-10-13
EVS.BR [bullish]
EVS SA
+2%
current return
Author Info
No bio for this author
Company Info
EVS SA provides live video technology for broadcast and media productions in the United States, Europe, Africa, Middle East, and Asia Pacific.
Market Cap
EUR 248.7M
Pitch Price
EUR 18.98
Price Target
41.50 (+114%)
Dividend
6.47%
EV/EBITDA
3.40
P/E
6.27
EV/Sales
0.90
Sector
Communications Equipment
Category
value
The Company in Every Football Truck. 3.5x EBITDA. 24% ROIC. 8.6% Shareholder Yield. Down 44% Since March. All for Less Than It Would Cost to Rebuild. - EVS SA
EVS.BR (preview): EVS’s entrenched live-replay franchise trades at €18.64, or 3.5x EBITDA and 75% of no-growth earnings-power value, with a covered 6.4% dividend; its 70.8% gross margin remains 10 points above the industry. Upside is 33% to conservative earnings power and 116% at the 10-year margin, but revised guidance implies a 12.6% organic decline and leaves unresolved whether 2026 is cyclical or franchise erosion.
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