Added to YB: 2025-06-27
Pitch date: 2025-06-25
CMG.TO [neutral]
Computer Modelling Group Ltd.
-28.15%
current return
Author Info
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Company Info
Computer Modelling Group Ltd., a software and consulting technology company, engages in the development and licensing of reservoir simulation and seismic interpretation software and related services.
Market Cap
CAD 480.0M
Pitch Price
CAD 7.01
Price Target
13.50 (+177%)
Dividend
0.69%
EV/EBITDA
10.96
P/E
22.36
EV/Sales
3.69
Sector
Software
Category
growth
Computer Modelling Group: Quality Compounding Star at the Horizon (UPDATE)
CMG.TO (update): Niche reservoir simulation SW leader, 98% renewal rate, 34% EBITDA margin. New CMG 4.0 strategy includes cloud shift, energy transition (carbon storage), strategic acquisitions (Bluware/Sharp). 12% expected revenue growth vs 6.8% needed for 10% return. Trades at 4.9% FCF yield with 62% upside to intrinsic value. Risk: cyclical O&G market.
Read full article (10 min)