PRO

Pros Holdings Inc

TMT, Finance/Real Estate


Presented:09/22/2020
Price:$32.92
Cap:$1.43B
Current Price:$18.66
Cap:$0.88B

Presented

Date09/22/2020
Price$32.92
Market Cap$1.43B
Ent Value$1.85B
P/E RatioN/A
Book Value$2.73
Div Yield0%
Shares O/S43.34M
Ave Daily Vol399,301
Short Int9.56%

Current

Price$18.66
Market Cap$0.88B
PROS Holdings, Inc. engages in the provision of cloud software services. Its solutions include selling, pricing, and revenue management. The firm also offers professional services to implement its software solutions. The company was founded by Mariette M. Woestemeyer and Ronald F. Woestemeyer in 1985 and is headquartered in Houston, TX.

Publicly traded companies mentioned herein: Amadeus IT Group SA (AMS SM), Fonterra Co-operative Group Ltd (FCG NZ), Honeywell International Inc (HON), Morgan Stanley (MS), Pearson PLC (PSON LN), PROS Holdings Inc (PRO), Sabre Corp (SABR)

Highlights

The presenter is long shares of PROS Holdings Inc (PRO), which offers pricing solutions for airlines and B2B companies. The stock is down ~50% YTD due to investor perception that the business has been materially hampered by COVID-19-related travel weakness, but the presenter feels this concern is overstated and expects the company to recover & revert back to its strong growth stage. Over the next 3 – 4 years, he anticipates revenues doubling and PRO’s revenue multiple expanding from ~6x to ~10x, culminating in a potential triple to shareholders.

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Idea Discussion

Commentor 1 - 2 weeks ago

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