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 bestätigt sein Kursziel von EUR 6,00. Zusammenfassung: Verve hat ihren Fokus auf digitale Werbung im Jahr 2021 beschleunigt und eine beeindruckende Softwareplattform aufgebaut, um von den Wachstumstrends im Bereich programmatischer und KI-gesteuerter Lösungen zu profitieren. Das Unternehmen unterscheidet sich nun von seinen Konkurrenten mit einer Reihe von Anwendungen, die den neuen Anforderungen an den Schutz der Privatsphäre gerecht werden und dem Unternehmen helfen, Marktanteile in einem Wachstumssektor zu gewinnen. Laut Dreimonatsbericht ist das Unternehmen auf dem besten Weg, seinen Umsatz in diesem Jahr um rund 22% zu steigern (FBe), und die Geschäftsleitung von Verve strebt für 2028 / 2029 ein Umsatzvolumen von €1 Mrd. an. Wir sind daher der Ansicht, dass sich Verve mitten in einer Wachstumsphase befindet, die von den Märkten noch unterschätzt wird, und bekräftigen unsere Kaufempfehlung mit einem unveränderten Kursziel von €6 (Aufwärtspotenzial: 130%). First Berlin Equity Research has published a research update on Verve Group SE (ISIN: SE0018538068). Analyst Ellis Acklin reiterated his BUY rating and maintained his EUR 6.00 price target. Abstract: Verve accelerated its digital advertising journey in 2021 and has built a formidable software platform to capitalise on adland growth trends in programmatic and AI-driven solutions. The company now differentiates itself from its rivals with a suite of applications that dovetail with emerging privacy-first requirements helping the it win market share in a growth sector. Q1 reporting has the company on track to expand sales some 22% this year (FBe), and Verve brass are aiming for a €1bn topline around 2028 / 2029. We thus think Verve is in the midst of a growth phase that is still underappreciated by the markets. We are Buy-rated on Verve with a €6 TP (upside: 130%). 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/32864.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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2156434 17.06.2025 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 | ||||||||
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025e | ||
| Sales1 | 83,89 | 140,22 | 252,17 | 324,44 | 321,98 | 437,01 | 497,00 | |
| EBITDA1,2 | 15,54 | 26,55 | 65,04 | 84,75 | 128,46 | 128,52 | 126,00 | |
| EBITDA-Margin3 | 18,52 | 18,94 | 25,79 | 26,12 | 39,90 | 29,41 | 25,35 | |
| EBIT1,4 | 5,00 | 11,04 | 36,80 | 26,62 | 99,00 | 90,28 | 71,00 | |
| EBIT-Margin5 | 5,96 | 7,87 | 14,59 | 8,21 | 30,75 | 20,66 | 14,29 | |
| Net Profit (Loss)1 | 1,25 | 2,71 | 16,06 | -20,41 | 46,22 | 28,81 | 7,00 | |
| Net-Margin6 | 1,49 | 1,93 | 6,37 | -6,29 | 14,36 | 6,59 | 1,41 | |
| Cashflow1,7 | 16,20 | 25,20 | 64,84 | 134,22 | 69,45 | 136,99 | 62,00 | |
| Earnings per share8 | -0,01 | 0,03 | 0,11 | -0,12 | 0,03 | 0,14 | 0,03 | |
| 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 | ||||||
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| Verve Group | ||||||
| WKN | ISIN | Legal Type | Marketcap | IPO | Recommendation | Plus Code |
| A3D3A1 | SE0018538068 | SE | 335,20 Mio € | Kaufen | 9FFW83PF+F9 | |
| PE 2026e | PE 10Y-Ø | BGFL-Ratio | Shiller-PE | PB | PCF | KUV |
| 11,96 | 31,44 | 0,38 | 29,91 | 0,70 | 2,45 | 0,77 |
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Dividend '2023 in € |
Dividend '2024 in € |
Dividend '2025e in € |
Div.-Yield '2025e in % |
| 0,00 | 0,00 | 0,00 | 0,00% |
| Annual General Meeting | Q1-figures | Q2-figures | Q3-figures | Annual press conference |
| 11.06.2025 | 20.05.2026 | 19.08.2025 | 18.11.2025 | 07.04.2025 |
| Distance 60-days-line | Distance 200-days-line | Performance YtD | Performance 52 weeks | IPO |
| -19,53% | -38,37% | -46,42% | -54,83% | +45,26% |
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