Marginal estimate changes. Awaiting B2C and B2B volume recovery for growth upside. EV/ARR ~2.4x, '24e EV/EBITDA ~12x.

19 Jul 2024
Volume recovery required to accelerate growth

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Volume recovery required to accelerate growth
- Published:
19 Jul 2024 -
Author:
Nikola Kalanoski | ABGSC IT Research | Alice Beer -
Pages:
11 -
Marginal estimate changes. Awaiting B2C and B2B volume recovery for growth upside. EV/ARR ~2.4x, '24e EV/EBITDA ~12x.