Added to YB: 2024-06-05
Pitch date: 2024-06-04
VRC.WA [neutral]
Vercom S.A.
-4.3%
current return
Author Info
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Company Info
Vercom S.A. develops cloud communications platforms. The company’s platforms enable companies to build and develop relationships with recipients through various channels, such as email, SMS, and instant messages.
Market Cap
PLN 2.9B
Pitch Price
PLN 131.66
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.19
P/E
27.48
EV/Sales
5.68
Sector
Software
Category
growth
Analiza Grupy Vercom (ticker VRC.WA)
VRC.WA: Poland-based CPaaS provider. Q1 rev +40% YoY to $27M, 85K clients. Scaled via M&A: MailerLite (US) for $90M at 11x fwd EBITDA. Margin expansion: 53.6% gross, 25% EBITDA in '23. Seeks 1M clients, 50% div payout. Risks: competition, growth slowdown, M&A. 27x '24E EBITDA.
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