Added to YB: 2024-05-24
Pitch date: 2024-03-31
SGE.L [bullish]
The Sage Group plc
-33.87%
current return
Author Info
No bio for this author
Company Info
The Sage Group plc, together with its subsidiaries, offers technology solutions and services for small and medium businesses in North America, Europe, the United Kingdom, Ireland, Africa and Asia-Pacific.
Market Cap
GBP 9.8B
Pitch Price
GBP 12.20
Price Target
N/A
Dividend
2.09%
EV/EBITDA
18.27
P/E
28.07
EV/Sales
4.38
Sector
Software
Category
growth
Polen Capital Global Growth Strategy New Position: The Sage Group plc
SGE.L: Leading accounting & financial software for SMBs. Transition to cloud successful with divestitures funding R&D. Revenue accelerating, margins improving, recurring rev high. Expect sustainable mid-teens earnings growth for this scaled, focused provider of mission-critical software.
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