Added to YB: 2024-06-13
Pitch date: 2024-06-12
GAMA.L [bullish]
Gamma Communications plc
-28.59%
current return
Author Info
Robin's Research is a self-taught long-term investor sharing stock pitches in their newsletter. Sign up for the newsletter.
Company Info
Gamma Communications plc provides technology-based communications and software services to small, medium, and large-sized organizations in the United Kingdom, rest of Europe, and internationally.
Market Cap
GBP 932.7M
Pitch Price
GBP 14.00
Price Target
N/A
Dividend
1.93%
EV/EBITDA
7.92
P/E
14.58
EV/Sales
1.58
Sector
Diversified Telecommunication Services
Category
growth
Gamma Com plc (UK:GAMA)
GAMA.L: UK/EU cloud comms provider w/ strong FCF, 13% YoY growth (90% recurring rev). Expanding in UCaaS mkt (14.5% CAGR to '32) via M&A, organic growth. 30% ROCE, resilient in downturns. Risks: Regs, M&A, low mgmt ownership. Potential: Market tailwinds, margin expansion, buybacks.
Read full article (6 min)