Added to YB: 2025-08-26
Pitch date: 2025-08-20
ZENV [bullish]
Zenvia Inc.
+2%
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
Zenvia Inc. develops a cloud-based platform that enables organizations to integrate various communication capabilities in Brazil, the United States, Argentina, Mexico, the Netherlands, Malta, Peru, Switzerland, Colombia, Chile, and internationally.
Market Cap
$437.3M
Pitch Price
$1.50
Price Target
3.00 (+95%)
Dividend
N/A
Sector
Software
Category
special_situation
One of my favorite event-driven opps in small-cap land: Zenvia (US: $ZENV)
ZENV: Divesting CPaaS segment (est. $50M net proceeds) to focus on higher-margin SaaS. Remainco ~$75M SaaS revenue trading at 1x EV/rev vs mgmt targets 25-30% growth for Customer Cloud at 68-70% EBITDA margins. $3 price target (100% upside) assuming 3x ARR multiple on ZCC.
Read full article (6 min)