Professional
Added to YB: 2025-03-24
Pitch date: 2025-03-10
ZENV [bullish]
Zenvia Inc.
-47.48%
current return
Author Info
No bio for this author
Company Info
Zenvia Inc. develops a cloud-based platform that enables organizations to integrate various communication capabilities in Brazil, the United States, Argentina, Mexico, the Netherlands, Malta, Peru, Switzerland, Colombia, Chile, and internationally.
Market Cap
$229.5M
Pitch Price
$1.59
Price Target
N/A
Dividend
N/A
EV/EBITDA
-9.75
P/E
-1.89
EV/Sales
0.27
Sector
Software
Category
growth
TMR Capital Portfolio Holding: Zenvia Inc.
ZENV: Refocusing on Zenvia Customer Cloud (ZCC), AI-driven platform launched Oct 2024. 30% rev growth, 70% margins, positive EBITDA for 2025. Volume-based pricing model. Potential divestment of non-core assets. Trades at 0.7x NTM Rev vs peers 3.4x-14.2x. Sale could trigger rerating.
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