Added to YB: 2025-08-27
Pitch date: 2025-08-22
PLNW.PA [bullish]
Planisware SAS
+22.31%
current return
Author Info
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Company Info
Planisware SAS operates as a business-to-business software-as-a-service provider in Europe, North America, the Asia-Pacific, and internationally.
Market Cap
EUR 1.3B
Pitch Price
EUR 17.66
Price Target
N/A
Dividend
1.92%
EV/EBITDA
16.60
P/E
26.37
EV/Sales
5.69
Sector
Software
Category
value
Planisware Quality Score: Under the radar enterprise software
PLNW.PA: Project mgmt software w/ 89% recurring rev, <2.5% churn, 21% ROIC. Quality score 53/60 beats portfolio avg. Growth downgraded to 10% from mid-high teens after H1 disappointment & elongated sales cycles. 35-39% EBITDA margins expected. Trades cheaply vs >20x peer multiples despite high quality metrics.
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