Added to YB: 2026-08-14
Pitch date: 2026-08-12
CRW.L [neutral]
Craneware plc
-2.26%
current return
Author Info
The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.
Company Info
Craneware plc, together with its subsidiaries, develops, licenses, and supports computer software for the healthcare industry in the United States.
Market Cap
GBP 613.1M
Pitch Price
GBP 13.30
Price Target
N/A
Dividend
2.50%
EV/EBITDA
19.46
P/E
28.82
EV/Sales
2.83
Sector
Health Care Technology
Category
special_situation
Takeover Ideas: Craneware
CRW.L (overview): US healthcare SaaS (Trisus/Chargemaster) w/ 40% mkt share, 5-10% churn, >100% NRR. Shares halved on profit warning + cyber incident. Prior June 2025 bid suggests takeover possible. $65m EBITDA implies ~$1bn valuation (+50%) at ~15x EV/EBITDA. Cyber risk clouds thesis.
Read full article (1 min)