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Added to YB: 2025-12-30

Pitch date: 2025-12-29

ALLIX.PA [bullish]

WALLIX GROUP SA

Author Info

No bio for this author

Company Info

WALLIX GROUP SA publishes and provides cybersecurity software solutions worldwide. It offers session manager, which provides solution to manage, control, and audit access to network assets with security posture; password manager that enables IT leaders to easily control and manage their passwords, secrets and credentials; access manager, that enables secure remote access for IT administrators; privilege elevation and delegation management, provides least privilege control over access rights to sensitive IT resources; and application-to-application password manager, enables DevOps to access critical resources without ever knowing the credentials.

Market Cap

EUR 150.6M

Pitch Price

N/A

Price Target

46.20 (+102%)

Dividend

N/A

EV/EBITDA

-50.87

P/E

-85.93

EV/Sales

3.49

Sector

Software

Category

growth

Show full summary:
The portfolio I am taking into 2026 - WALLIX GROUP SA

ALLIX.PA: French cybersecurity pure-play in PAM (Privileged Access Management) serving critical infrastructure. Tailwinds from EU NIS2 regs & NATO 5% GDP target. 20% revenue CAGR since H1/23 w/ operating leverage. 2027E: 13x PE, 9x EV/FCF vs 20% growth. Sees 2x upside over 24 months.

Read full article (1 min)