Added to YB: 2025-03-05
Pitch date: 2025-01-13
LGTY [bullish]
American Software, Inc.
+34.85%
current return
Author Info
No bio for this author
Company Info
American Software, Inc. develops, markets, and supports a range of computer business application software products in the United States and internationally.
Market Cap
$303.5M
Pitch Price
$10.60
Price Target
15.00 (+5%)
Dividend
4.82%
EV/EBITDA
22.61
P/E
31.69
EV/Sales
2.14
Sector
Software
Category
special_situation
Logility Supply Chain Solutions, Inc. - $LGTY
LGTY: Supply chain software co. likely to be sold soon due to simplification efforts, activist pressure. Undemanding valuation, sticky product (mid-90s retention). Transitioning to cloud, expect HSD-LDD growth, margin expansion. PE buyers could pay 35-50% premium. 20%+ IRR potential. Downside protected by runoff value.
Read full article (9 min)