Added to YB: 2025-03-05
Pitch date: 2025-03-03
OPRA [bullish]
Opera Limited
-16.49%
current return
Author Info
Welfare Capital Research is a generalist investing in quality businesses with unique, in-demand services and attractive match-ups against competition. Sign up for the newsletter.
Company Info
Opera Limited, together with its subsidiaries, provides mobile and PC web browsers and related products and services in Norway and internationally.
Market Cap
$1.2B
Pitch Price
$16.73
Price Target
N/A
Dividend
5.92%
EV/EBITDA
10.49
P/E
15.03
EV/Sales
1.89
Sector
Software
Category
growth
Opera Limited (OPRA) - Deep Dive
OPRA: 296M MAU, 7% global traffic ex-China. GX browser for gamers growing fast, 8% penetrated. 20%+ annual growth, 17%+ FCF margins. 14x fwd P/E cheap vs peers. Risks: Chinese ownership, troubled past. Strong capital returns: 25% of mkt cap since 2020, 4% dividend yield.
Read full article (16 min)