Added to YB: 2025-02-05
Pitch date: 2025-02-04
THRY [bullish]
Thryv Holdings, Inc.
-67.08%
current return
Author Info
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Company Info
Thryv Holdings, Inc. provides digital marketing solutions and cloud-based tools to the small-to-medium-sized businesses in the United States.
Market Cap
$273.2M
Pitch Price
$18.56
Price Target
38.00 (+522%)
Dividend
N/A
EV/EBITDA
6.25
P/E
15.56
EV/Sales
0.69
Sector
Media
Category
growth
High-Quality SaaS Business at a Discount - Thryv Holdings, Inc.
THRY: GoodCo/BadCo setup - fast-growing SaaS (38% rev, 20%+ growth) hidden in declining Yellow Pages. Transition to pure SaaS by 2028. Undervalued at 2.2x 2025E rev vs peers 12-15x. $38 PT (100%+ upside) at 4x 2025E rev. Risks: recession, M&A, growth slowdown post-Yellow Pages conversion.
Read full article (8 min)