Added to YB: 2026-07-14
Pitch date: 2026-07-11
OSPN [bullish]
OneSpan Inc.
-0.85%
current return
Author Info
No bio for this author
Company Info
OneSpan Inc., together with its subsidiaries, provides digital solutions for security, authentication, identity, electronic signature, and digital workflow products in the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions.
Market Cap
$562.4M
Pitch Price
$15.22
Price Target
45.50 (+200%)
Dividend
3.43%
EV/EBITDA
8.42
P/E
8.37
EV/Sales
2.12
Sector
Software
Category
value
$OSPN (OneSpan Inc.) Deep-Dive Analysis
OSPN: Security software SaaS transition, 60%+ of top 100 banks as clients. Q1'26 ARR $192.1M (+14% YoY), rev $65.9M (+4%), NI $11.6M, 74% GM, 105% NRR. ~$564M cap, net cash $49.8M, 8.5x EV/EBITDA vs 15-20x peers. Bolt-ons Build38/Nok Nok. 2030 EBITDA $90-100M, 14x = ~$1.3B EV, 2-3x upside. 3.4% yield, PE buyout target. Risks: EUR FX, legacy hardware decline.
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