TextTXT
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Fair Value
zł100.47
Share price11 Jun
zł49.4450.8% undervalued intrinsic discount
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1Y-10.11%
7D9.38%

An emerging opportunity

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Published
11 Jun 25
Views
43
Invested

A company that offers much more robust solutions to customer support than other freemium makers, which just don't have the necessary features for a growing organisation, like Ikea.

We own a few shares of them as a company, and we like the fact that they are focusing very much on Engliush-speaking nations, and constantly evolving, like implementing their marketplace feature, which will foster a bigger amount of people around their products, and their own LLMs, which make them indepenendt from the likes of Google or Meta.

While we see some significant rumbles across the industry, what we like is that they pay out a dividend, and have astonishing revenue growth rates, and profitability metrics.

Here's my article on it: https://monopolisticinvestor.substack.com/p/text-sa?utm_source=publication-search

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Disclaimer

The user Monopolistic_Investor has a position in WSE:TXT. Simply Wall St has no position in any of the companies mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The author of this narrative is not affiliated with, nor authorised by Simply Wall St as a sub-authorised representative. This narrative is general in nature and explores scenarios and estimates created by the author. The narrative does not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company's future performance and are exploratory in the ideas they cover. The fair value estimates are estimations only, and does not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that the author's analysis may not factor in the latest price-sensitive company announcements or qualitative material.

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Fair Value vs Share Price

zł100.47
vs zł49.4450.8% undervalued intrinsic discount
PastFuture0904m20142018202220252026203020342035Revenue zł903.9mEarnings zł429.6m
10%
Revenue growth
47.5%
Profit margin

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Company analysis

Flawless balance sheet, undervalued and pays a dividend.

Market capzł1.3b
PB11.6x
Estimated Growth2.3%
Dividend Yield11.2%
Full analysis

CEO & management

Mariusz Cieply
CEO
1.5yrs
CEO Tenure

Develops and distributes online text communication software for businesses worldwide.