Added to YB: 2026-03-30
Pitch date: 2026-03-26
GRPN [bullish]
Groupon, Inc.
-5.85%
current return
Author Info
No bio for this author
Company Info
Groupon, Inc. operates a marketplace that connects consumers to merchants by offering goods and services at a discount in North America and international.
Market Cap
$459.6M
Pitch Price
$11.12
Price Target
36.00 (+244%)
Dividend
N/A
EV/EBITDA
25.83
P/E
-5.48
EV/Sales
1.03
Sector
Broadline Retail
Category
turnaround
GROUPON (NASDAQ: GRPN) - The Comeback Nobody Believes In
GRPN: Marketplace turnaround under Czech entrepreneur Senkypl (22% owner via Pale Fire Capital). FY25: first growth in decade—billings +7%, rev +1.2% to $498M, FCF $50M. Core local (90% billings) grew double digits; added 1M+ customers. FY26 guide: rev $513-523M, FCF $60M+. 27% short interest creates squeeze setup. Fair PE model: $36 target on $1.80 2028E EPS (20x PE) = 233% upside. Hidden $80-170M SumUp stake ignored. Risks: execution, $55M net debt, competition
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