Original-Research: Verve Group SE (von First Berlin Equity Research GmbH): Kaufen
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Original-Research: Verve Group SE - from First Berlin Equity Research GmbH
Classification of First Berlin Equity Research GmbH to Verve Group SE
First Berlin Equity Research hat ein Research Update zu Verve Group SE (ISIN: SE0018538068) veröffentlicht. Analyst Ellis Acklin bestätigt seine BUY-Empfehlung und erhöht das Kursziel von EUR 5,40 auf EUR 5,50. Zusammenfassung: Der Neunmonatsbericht zeigte erneut eine starke Leistung, angeführt von einem organischen Umsatzwachstum von 31%. Es war ein gutes Jahr für Verve dank der Erholung des Werbemarktes, angeführt von einer starken amerikanischen Wirtschaft, in der der Werbetechnologiespezialist 80% seines Geschäfts tätigt. Und der Optimismus ist groß, dass sich dies nach dem klaren Sieg der Republikaner bei den Wahlen im November auch 2025 fortsetzen wird. Darüber hinaus zahlen sich die frühen Investitionen von Verve in seine Suite von 'Privacy-first'-Lösungen in Form von Softwarekundenwachstum deutlich aus, und das Unternehmen ist auch Vorreiter bei ID-losen Targeting-Tools. Ein aktualisiertes DCF-Modell ergibt nun einen fairen Wert je Aktie von €5,50 (zuvor: €5,40). Wir stufen Verve weiterhin mit Kaufen ein. First Berlin Equity Research has published a research update on Verve Group SE (ISIN: SE0018538068). Analyst Ellis Acklin reiterated his BUY rating and increased the price target from EUR 5.40 to EUR 5.50. Abstract: Q3 reporting featured another strong performance led by 31% organic sales growth. It has been a good year for Verve, thanks to the rebound in the advertising market spearheaded by a strong American economy where the ad-tech specialist does 80% of its business. And optimism is high that this will continue in 2025 after the Republican clean sweep of November elections. Plus, Verve's early investment into its suite of 'privacy-first' solutions is paying off handsomely in terms of software client growth and also has the company at the vanguard of ID-less targeting tools. An updated DCF now points to fair value per share of €5.5 (old: €5.4). We remain Buy-rated on Verve. Bezüglich der Pflichtangaben gem. §34b WpHG und des Haftungsausschlusses siehe die vollständige Analyse. You can download the research here: http://www.more-ir.de/d/31457.pdf Contact for questions: First Berlin Equity Research GmbH Herr Gaurav Tiwari Tel.: +49 (0)30 809 39 686 web: www.firstberlin.com E-Mail: g.tiwari@firstberlin.com
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2042103 02.12.2024 CET/CEST
Boersengefluester.de (BGFL) provides an overview of the key figures on sales, earnings, cash flow and dividends to help you better assess the fundamental development of the respective companies. All information is entered manually in our database - the source is the respective annual reports. All estimates for future figures are provided by BGFL.
| The most important financial data at a glance | ||||||||
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024e | ||
| Sales1 | 32,62 | 83,89 | 140,22 | 252,17 | 324,44 | 321,98 | 416,00 | |
| EBITDA1,2 | 8,65 | 15,54 | 26,55 | 65,04 | 84,75 | 128,46 | 132,00 | |
| EBITDA-Margin3 | 26,52 | 18,52 | 18,94 | 25,79 | 26,12 | 39,90 | 31,73 | |
| EBIT1,4 | 2,33 | 5,00 | 11,04 | 36,80 | 26,62 | 99,00 | 0,00 | |
| EBIT-Margin5 | 7,14 | 5,96 | 7,87 | 14,59 | 8,21 | 30,75 | 0,00 | |
| Net Profit (Loss)1 | 1,58 | 1,25 | 2,71 | 16,06 | -20,41 | 46,22 | 0,00 | |
| Net-Margin6 | 4,84 | 1,49 | 1,93 | 6,37 | -6,29 | 14,36 | 0,00 | |
| Cashflow1,7 | 4,93 | 16,20 | 25,20 | 64,84 | 134,22 | 69,45 | 0,00 | |
| Earnings per share8 | 0,09 | -0,01 | 0,03 | 0,11 | -0,12 | 0,26 | 0,11 | |
| Dividend per share8 | 0,00 | 0,00 | 0,00 | 0,00 | 0,00 | 0,00 | 0,00 | |
1 in Mio. Euro; 2 EBITDA = Earnings before interest, taxes, depreciation and amortisation; 3 EBITDA in relation to sales; 4 EBIT = Earnings before interest and taxes; 5 EBIT in relation to sales; 6 Net profit (-loss) in relation to sales; 7 Cashflow from operations; 8 in Euro; Source: boersengefluester.de
Auditor: Deloitte
All relevant valuation ratios, dates and other investor information on your share at a glance. Good to know: All data comes from boersengefluester.de and is updated daily. This means you are always up to date. You can get brief explanations of the key figures by moving the cursor or mouse over the relevant field.
| INVESTOR-INFORMATION | ||||||
| ©boersengefluester.de | ||||||
| Verve Group | ||||||
| WKN | ISIN | Legal Type | Marketcap | IPO | Recommendation | Plus Code |
| A3D3A1 | SE0018538068 | SE | 591,45 Mio € | Halten | 9FFW83PF+F9 | |
| PE 2025e | PE 10Y-Ø | BGFL-Ratio | Shiller-PE | PB | PCF | KUV |
| 26,33 | 23,87 | 1,10 | 56,43 | 1,68 | 8,52 | 1,84 |
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Dividend '2022 in € |
Dividend '2023 in € |
Dividend '2024e in € |
Div.-Yield '2024e in % |
| 0,00 | 0,00 | 0,00 | 0,00% |
| Annual General Meeting | Q1-figures | Q2-figures | Q3-figures | Annual press conference |
| 11.06.2025 | 28.05.2025 | 19.08.2025 | 28.11.2024 | 18.04.2024 |
| Distance 60-days-line | Distance 200-days-line | Performance YtD | Performance 52 weeks | IPO |
| -10,19% | +23,61% | +221,46% | +212,25% | +172,41% |
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