Professional
Added to YB: 2025-12-10
Pitch date: 2025-12-05
DBO.TO [bullish]
D-BOX Technologies Inc.
+13.25%
current return
Author Info
Sohra Peak is a NY-based fund focused on undervalued small-caps with long-term potential. Follow the founder on Twitter.
Company Info
D-BOX Technologies Inc. designs, manufactures, and commercializes haptic motion systems intended for theatrical entertainment, sim racing and simulation, and training business in the United States, Canada, Europe, Asia, South America, Oceania, and Africa.
Market Cap
CAD 185.8M
Pitch Price
CAD 0.83
Price Target
2.62 (+179%)
Dividend
N/A
EV/EBITDA
14.08
P/E
21.72
EV/Sales
3.51
Sector
Household Durables
Category
turnaround
Investment Memorandum: D-BOX Technologies Inc. (DBO)
DBO.TO: New mgmt (post-activist campaign) refocusing on high-margin recurring theater royalties after 23yrs of losses. 50 screens added Nov alone (record). 99% incremental royalty margins, 25.6% EBITDA margin vs 5.5% 5qtrs ago. Every 140 US screens = +24% EPS growth. Trading 11.4x FY26 EPS vs peers at 20-30x.
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