Added to YB: 2026-06-23
Pitch date: 2026-06-20
EVO.ST [neutral]
Evolution AB (publ)
Author Info
No bio for this author
Company Info
Evolution AB (publ) develops, produces, markets, and licenses live casino and slots solutions to gaming operators in Europe, Asia, North America, Latin America, and internationally.
Market Cap
SEK 12.6B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.07
P/E
12.02
EV/Sales
5.62
Sector
Hotels, Restaurants and Leisure
Category
value
The Curious Investor | June 2026 update - Part 1 - Evolution AB
EVO.ST (added to position): B2B online gaming leader at 11.3x PE, 9.3x EV/EBIT, 8.3% FCF yield. Q1'26 -1.5% reported but +7% constant currency; NA +10%, LatAm +29%, EU -12% (easing comps). €2B buyback (~15% of shares, 25% of float) post canceled div; net cash €1.2B. Risk: insider selling, AI threat to live studios.
Read full article (3 min)