Added to YB: 2026-05-25
Pitch date: 2026-05-21
SABR [bullish]
Sabre Corporation
+24.2%
current return
Author Info
No bio for this author
Company Info
Sabre Corporation, together with its subsidiaries, operates as a software and technology company for the travel industry in the United States, Europe, Asia-Pacific, and internationally.
Market Cap
$826.2M
Pitch Price
$1.57
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.34
P/E
-3.40
EV/Sales
1.58
Sector
Hotels, Restaurants and Leisure
Category
special_situation
SABR-- SaaS-Stubco Equity
SABR: 1/3 of airline GDS oligopoly w/ Amadeus & Travelport. Sticky customer base but loses on tech vs Amadeus, boxed out of Europe/China. LSD rev growth, $585M EBITDA vs $4.4B gross/$3.8B net debt (6-8x levered, 15% YTM debt). CSU owns 50M shares, rebuffed by board on acquisition. Bet on CSU activism to restructure heavy debt load or equity raise to delever. AI pivot to database/inventory for agents could work if data stays closed. Downside is zero via BK, needs full mgmt overhaul. Culture/mismanagement drove overleveraging.
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