Added to YB: 2026-06-01
Pitch date: 2026-05-28
GETB.L [bullish]
GetBusy plc
Author Info
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Company Info
GetBusy plc, a SaaS company, provides productivity software for professional and financial services in the United Kingdom, the United States, Australia, and New Zealand.
Market Cap
GBP 35.7M
Pitch Price
N/A
Price Target
2.24 (+213%)
Dividend
N/A
EV/EBITDA
-172.47
P/E
-24.74
EV/Sales
1.64
Sector
Software
Category
special_situation
Cliff Note #144 - GETB.L: One Segment Worth Twice the Whole Company + Incentivized Management
GETB.L: SmartVault ($18.5M ARR, +19% growth) alone worth £69M at 5x EV/Sales vs £37M total EV—double the company. Comparable TR deals: SurePrep 8.3x, SafeSend 10x. Mgmt incentivized to sell by Dec 2028 (LIP) & distribute cash (CDP). Workiro (£9.3M ARR, 30% margin) free. Rabie family (30%) buying 64-83p vs 73p today. Target £1.40-£2.24 (92-207% upside). Risks: no deal announced, family controls timing, platform dependency (TR/Intuit), AI moat erosion.
Read full article (8 min)