文档详情

【Jefferies-2025研报】Gambling.com（GAMB）：通过一些并购整合实现有机增长；重申买入.pdf

发布：2025-05-17约7.93万字共12页下载文档
文本预览下载声明

USA|Gaming

EquityResearch

GMay15,2025

OrganicGrowthWithSomeMAIntegration;TARGET|

ESTIMATE

CHANGE

ReiterateBuyRATINGBUY

PRICE$14.72

GAMBcontinuestoprovethatitistheexceptiontotheweaknessinaffiliates

PRICETARGET|%TOPT

$20.00($21.00)|+36%

morebroadly,withstrongrecurringrevenueinboththeB2BandB2Csegments.

52WHIGH-LOW$17.14-$7.52

Additionally,weviewthecompanys90%+grossmarginand~40%EBITDA

FLOAT(%)|ADVMM(USD)49.5%|4.20

marginsasbestinclass,whiletheaspirationaltargetof$100MinEBITDAlooks

MARKETCAP$532.9M

moreachievablethroughorganicandMAgrowth.Weviewthepressured

显示全部
相似文档