Added to YB: 2026-10-15
Pitch date: 2026-10-13
ILLM.TO [bullish]
illumin Holdings Inc.
Author Info
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Company Info
illumin Holdings Inc., a technology company, provides digital media solutions in Canada, the United States, Europe, Latin America, and internationally.
Market Cap
CAD 33.6M
Pitch Price
CAD 0.61
Price Target
0.95 (+58%)
Dividend
N/A
EV/EBITDA
-0.42
P/E
-3.25
EV/Sales
0.03
Sector
Interactive Media and Services
Category
value
Two engines, one cheap stock: the Exchange is filling the top line, the DSP still earns the profit - illumin Holdings Inc.
ILLM.TO (monitor): illumin’s roughly C$2.5M enterprise value prices little value beyond net cash after leases of C$0.53 per share, supporting a speculative C$0.95 target. Q2 revenue rose 52% to C$50.2M and adjusted EBITDA turned positive, but growth is concentrated in the low-margin Exchange, gross margin fell to 35%, and first-half free cash flow was about negative C$9.9M. A small starter near or below C$0.60 limits exposure to the C$0.43 bear case.
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