Added to YB: 2025-09-05
Pitch date: 2025-09-03
CLBT [bullish]
Cellebrite DI Ltd.
+7.56%
current return
Author Info
Heavy Moat Investments is on a journey to find high-quality businesses with a long-term investment horizon of all sizes. Sign up for the newsletter.
Company Info
Cellebrite DI Ltd. develops solutions for legally sanctioned investigations in Europe, the Middle East, Africa, the Americas, and the Asia-Pacific.
Market Cap
$4.1B
Pitch Price
$16.59
Price Target
N/A
Dividend
N/A
EV/EBITDA
44.78
P/E
53.68
EV/Sales
7.75
Sector
Software
Category
growth
Cellebrite: Benefiting from rising digital crime in a structurally underpenetrated market
CLBT: Digital forensics leader targeting $1B ARR by 2028 via 15% case growth + 57% ARR/case increase ($190→$300). 91% recurring revenue, 78% ROIC, 34% FCF margin. Acquiring Corellium for $170M enhances mobile solutions. Underpenetrated market w/ 40% forensic volume CAGR, 8-month backlogs. 15.5% IRR potential.
Read full article (8 min)