Added to YB: 2025-09-23
Pitch date: 2025-09-19
INPST.AS [bullish]
InPost S.A.
+35.7%
current return
Author Info
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Company Info
InPost S.A., together with its subsidiaries, operates as an out-of-home e-commerce enablement platform providing parcel locker services in Poland and other European countries.
Market Cap
EUR 32.5B
Pitch Price
EUR 11.15
Price Target
53.00 (+250%)
Dividend
N/A
EV/EBITDA
10.85
P/E
36.53
EV/Sales
3.03
Sector
Air Freight and Logistics
Category
growth
InPost | The Locker Giant That Grew 57% a Year and Still Priced Below Its IPO
INPST.AS: European parcel locker leader down 40% from highs, 57% revenue CAGR since 2018, 35% YoY growth acceleration. NPS score 50 (matches Costco/Apple), expanding from 18% Allegro dependency in 2020 to diversified base. FCF margins temporarily depressed by Yodel integration costs, normalizing mid-2025. Target $53 (44% CAGR to 2029) on 25x FCF multiple.
Read full article (6 min)