Added to YB: 2025-08-20
Pitch date: 2025-08-18
NATL [bullish]
NCR Atleos Corporation
-1.18%
current return
Author Info
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Company Info
NCR Atleos Corporation, a financial technology company, provides self-directed banking solutions to financial institutions, merchants, manufacturers, retailers, and consumers in the United States, rest of the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$2.6B
Pitch Price
$38.90
Price Target
67.00 (+73%)
Dividend
N/A
EV/EBITDA
5.78
P/E
20.46
EV/Sales
1.21
Sector
Financial Services
Category
growth
Quick Value - NCR Atleos (NATL)
NATL: NCR spin-off trading at 6.3x EBITDA, 10x earnings w/ 3x leverage. ATMaaS offering gaining momentum (32% Q2 rev growth). 20% EPS CAGR to $6 by 2027. $700M FCF next 6 quarters (24% of market cap). $200M buyback authorized. Bull case: 13-14x P/E = $52-67 target. Risk: 'melting ice cube' perception.
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