Professional
Added to YB: 2024-11-11
Pitch date: 2024-10-17
VU.PA [bullish]
Vusion S.A.
-14.07%
current return
Author Info
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Company Info
Vusion S.A. engages in the provision of digitalization solutions for commerce in Europe, Asia, and North America.
Market Cap
EUR 2.2B
Pitch Price
EUR 137.78
Price Target
275.00 (+132%)
Dividend
0.46%
EV/EBITDA
21.95
P/E
-161.08
EV/Sales
1.46
Sector
Electronic Equipment, Instruments and Components
Category
growth
Show full summary:
Kathmandu Capital Portfolio Holding: VusionGroup
VU.PA: Global ESL leader (50% market share) with 7% penetration. Walmart contract signals US growth potential. 30%+ annual growth expected. Short report triggered 60% selloff, creating opportunity at 0.28x PEG. 100%+ upside in 4-5 years. Net debt negative, recession-resistant, sticky business.
Read full article (2 min)