Added to YB: 2025-02-27
Pitch date: 2025-02-27
SMWB [bullish]
Similarweb Ltd.
Author Info
Clark Square Capital is a former equity analyst and now a full-time investor managing their own capital. Sign up for their newsletter
Company Info
Similarweb Ltd. provides digital data and analytics for power critical business decisions in the United States, Europe, the Asia Pacific, the United Kingdom, Israel, and internationally.
Market Cap
$784.5M
Pitch Price
N/A
Price Target
15.00
Dividend
N/A
EV/EBITDA
172.70
P/E
-35.44
EV/Sales
2.56
Sector
Software
Category
growth
Quick Pitch #22
SMWB: Digital intelligence platform (Nielsen for web/apps). Stock halved to ~$10 on soft guide (Q1 '25 +12%, FY '25 +15%, margin reset to 1% from 6%), but deceleration is fixable GTM execution, not demand. AI boosts proprietary data value. Expects mid-to-high teens exit '25. 2.9x '25 rev; PT $15 (~50% upside).
Read full article (4 min)