Added to YB: 2024-03-18
Pitch date: 2024-03-06
VMEO [bullish]
Vimeo.com, Inc.
Author Info
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Company Info
Vimeo.com, Inc., together with its subsidiaries, provides video software solutions in the United States and internationally.
Market Cap
BRL 1.3B
Pitch Price
N/A
Price Target
8.10 (+3%)
Dividend
N/A
EV/EBITDA
108.25
P/E
2.3K
EV/Sales
2.40
Sector
Interactive Media and Services
Category
special_situation
Show full summary:
Heron Hunting Method Quick Pitch: Vimeo
VMEO: Bending Spoons considers acquiring Vimeo. Vimeo pivoting to enterprise, cutting costs; flat Q4 after sales declines. 11% EBITDA margin possible in '24. Deal synergies but Vimeo may be too large. 35% downside to $3 vs 45-72% upside to $6.80-$8.10 on 2-2.5x EV/sales.
Read full article (4 min)