Professional
Added to YB: 2025-07-03
Pitch date: 2025-06-30
GPP.WA [bullish]
Grupa Pracuj S.A.
-1.73%
current return
Author Info
Clark Square Capital is a former equity analyst and now a full-time investor managing their own capital. Sign up for their newsletter
Company Info
Grupa Pracuj S.A. operates HR technology platform in Poland, Ukraine, and Germany. The company operates Pracuj.
Market Cap
PLN 4.3B
Pitch Price
PLN 63.60
Price Target
130.00 (+108%)
Dividend
3.31%
Sector
Professional Services
Category
growth
Grupa Pracuj (Poland: GPP) - A quality job classifieds business with Ukrainian sizzle
GPP.WA: Dominant Polish job classifieds (60% revenue) expanding in Ukraine (20%), with HR SaaS in Poland/Germany (27%). Trading at 9x '26E EBITDA vs 15-30x peers. Tailwinds: German stimulus, EU recovery funds, Ukraine war end. 8% FCF yield + mid-teens growth = 20%+ IRR. PT: PLN130 (120% upside). Risks: $750k daily volume, macro.
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