Added to YB: 2026-03-31
Pitch date: 2026-03-27
ACT.WA [neutral]
Action S.A.
+1.32%
current return
Author Info
The Dutch Investors are a team of four seasoned, passionate inversores uncovering the world's top businesses. They bring you 52 in-depth stock analyses each year! Sign up for the newsletter.
Company Info
Action S.A., together with its subsidiaries, engages in the wholesale trade of computer accessories in Poland and internationally.
Market Cap
$179.3M
Pitch Price
$3.78
Price Target
52.00 (+1283%)
Dividend
4.79%
EV/EBITDA
8.75
P/E
19.79
EV/Sales
0.90
Sector
IT Services
Category
growth
Action (3i Group) Capital Markets Day
ACT.WA (update): Opened 384 stores in 2025, entering Switzerland & Romania. Plans 400 stores in 2026, then US expansion in GA/SC/NC by end-2027 for €400M (~100 stores by 2030). France LFL growth weak (1.2% vs 7.2% other markets) due macro headwinds. €2.367B operating EBITDA in 2025. Conservative valuation: 3i's 65.2% stake worth €51B by 2030 at 18x EBITDA (82% 5yr return, 12.7% CAGR)
Read full article (4 min)