Discoveries - Week of July 22nd
Poland, Italy, France, Malta, Czechia...
POLAND
Polish IT consulting company valued at $8M, trading at 17x P/E, 13x EV/EBITDA, 42% ROIC, 10-year revenue CAGR of 13% and EPS of 23%, net cash.
ITALY
Italian construction company valued at $40M, trading at around 4x P/E, 4x EV/EBITDA, 2x P/tangible book.
FRANCE
French provider of IT & business technology services valued at $145M, trading at 23x P/E, 14x EV/EBITDA, 10-year revenue CAGR of 7.5%, net cash.
Cheops Technology France Société anonyme $MLCHE $MLCHE.PA
MALTA
Malta-based holding company and B2B software provider valued at $45M, 5x P/E, 4x EV/EBITDA, 5-year revenue CAGR of 52%, 42% ROIC, and 10% dividend.
River Tech p.l.c. $RIVER $RIVER.NO
BELGIUM
Belgian construction company valued at $220M, trading at 8x P/E, half of market cap in cash, 3.3x EV/EBITDA, 31% ROIC, 10-year EPS CAGR of 30% and revenue of 9.5%.
Moury Construct SA $MOUR $MOUR.BE
CZECHIA
Czech maker of modern outdoor outdoor furniture (e.g. bencher and tables) valued at $40M, trading at around 12x P/FCF, net cash, 25% ROIC, 5.5x EV/EBITDA.
