Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
IFI.WA
STRONG BUYREMOVEIfirma SA · Technology · Poland · $42M · Avg Vol: $29K/d
Ifirma SA is a Polish cloud accounting provider with good quality metrics (Q: 75), but it is a micro-cap stock focused on a localized market with no clear connection to our global macro themes.
COMPANY DESCRIPTION
Ifirma SA is a pioneer and leading provider of cloud-based accounting software and online bookkeeping services for micro-businesses and SMEs in Poland. The company operates a highly scalable, high-margin Software-as-a-Service (SaaS) business model with a sticky customer base. Ifirma benefits from recurring revenue streams driven by the ongoing digitization of business administration and frequent changes in Polish tax regulations.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 11.5M | 13.7M | 15.6M | 17.0M | 13.8% |
| EPS | 0.31 | 0.33 | 0.35 | 0.54 | 20.2% |
| Shares | 6.4M | 6.4M | 6.4M | 6.4M | 0.0% |
| Debt | 2.3M | 2.6M | 2.8M | 2.9M | 9.2% |
| Equity | 3.7M | 3.4M | 3.9M | 4.5M | 7.0% |
| Op CF | 2.0M | 2.2M | 2.1M | 3.4M | 19.5% |
| Inv CF | -3.1M | -0.2M | -0.4M | -0.2M | — |
| Fin CF | -1.7M | -2.4M | -1.8M | -2.9M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of IFI.WA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| IFI.WA | Ifirma SA(you) | $42M | 85 | STRONG BUY |
| PAS.WA | Passus S.A. | $51M | 74 | BUY |
| ALL.WA | Ailleron S.A. | $54M | 96 | STRONG BUY |
| YRL.WA | yarrl S.A. | $13M | 82 | STRONG BUY |
| OPM.WA | OPTeam Spólka Akcyjna | $13M | 98 | STRONG BUY |
| ATD.WA | Atende S.A. | $36M | 51 | HOLD |
| BCM.WA | Betacom S.A. | $6M | 95 | STRONG BUY |
| SGN.WA | Sygnity S.A. | $454M | 80 | STRONG BUY |
| CMP.WA | Comp S.A. | $486M | 78 | BUY |
| XPL.WA | Xplus S.A. | $55M | 88 | STRONG BUY |
Peer medians: ROE 13.9% · P/E 17.5x · Gross margin 27.2%