Professional
Added to YB: 2026-01-12
Pitch date: 2026-01-04
ALWEC.PA [neutral]
We.Connect SA
-1.23%
current return
Author Info
The Superinvestors of Augustusville runs a small family office and shares pitches for their investments. Sign up for their newsletter.
Company Info
We.Connect SA designs, manufactures, assembles, and distributes hardware and computers, and peripheral and electronic equipment in France.
Market Cap
EUR 72.6M
Pitch Price
EUR 24.40
Price Target
N/A
Dividend
1.62%
EV/EBITDA
5.25
P/E
N/A
EV/Sales
0.23
Sector
Electronic Equipment, Instruments and Components
Category
growth
The Superinvestors of Augustusville 2025 Review: We.Connect SA
ALWEC.PA (considering): French IT distributor acquired MCA, Exertis France/Iberia from DCC at symbolic price, boosting revenue from €300M to €500M. If achieves 4% long-term avg operating margin on new revenue base = €20M EBIT vs €80M EV (4x). Restructuring needed but synergies possible.
Read full article (1 min)