Added to YB: 2026-04-09
Pitch date: 2026-02-13
FRSH [bullish]
Freshworks Inc.
+9.67%
current return
Author Info
No bio for this author
Company Info
Freshworks Inc., a software development company, provides software-as-a-service products in North America, Europe, the Middle East, Africa, the Asia Pacific, and internationally.
Market Cap
$2.3B
Pitch Price
$7.24
Price Target
N/A
Dividend
N/A
EV/EBITDA
31.81
P/E
13.10
EV/Sales
1.91
Sector
Software
Category
value
Freshworks Inc. - $FRSH
FRSH: Application SaaS bundle (customer service, CRM, ITSM, etc) trading 5x LTM FCF despite 14.5% growth, 25.2% FCF margin. Even draconian downside (-5% CAGR to 2032) = flat stock. Base case (4.8% CAGR, margin expansion to 28%, 7.5-10x rerating) = 14-19% IRR. Upside (7.5% CAGR, 33% margin, 12.5x) = 28% IRR. Risks: AI disruption, seat-based pricing model, SMB exposure. $5k+ logos +10% YoY, $50k+ +21% YoY show healthy fundamentals. $844M cash for buybacks.
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