Added to YB: 2025-12-08
Pitch date: 2025-12-04
WAVE.PA [bullish]
Wavestone SA
-0.87%
current return
Author Info
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Company Info
Wavestone SA provides consulting services in France and internationally. The company offers change and project management; compliance and resilience; core business software development; corporate finance, and HR, risk, and procurement; customer experience; cybersecurity; data and artificial intelligence; industry 4.
Market Cap
EUR 1.4B
Pitch Price
EUR 57.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.99
P/E
17.47
EV/Sales
1.47
Sector
IT Services
Category
value
Wavestone (WAVE France): steady execution through the storm, with recovery signals flickering
WAVE.PA (update): European IT consultancy navigating tough market w/ flat organic revenue but 10%+ EBIT margin maintained. FCF improved €20M YOY to positive net cash. Mgmt expects H2 recovery w/ positive organic growth, 13% margins. Strong in AI/cyber/SAP niches. Trades at peer discount despite quality execution.
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