Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
SHO.WA
HOLDREMOVEShoper S.A. · Technology · Poland · $311M · Avg Vol: $312K/d
Shoper S.A. is a high-quality Polish e-commerce SaaS provider with strong operating metrics, but it lacks any direct alignment with our core 18-month macro themes, making it a poor fit for our concentrated global book.
COMPANY DESCRIPTION
Shoper S.A. is the leading provider of SaaS-based e-commerce solutions in Poland, enabling small and medium-sized businesses to easily set up and manage online stores. The company offers an all-in-one ecosystem that integrates hosting, payments, logistics, and digital marketing services. Its competitive moat is established through its dominant market share in the Polish SaaS e-commerce space, high customer switching costs, and a highly scalable subscription revenue model.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 33.0M | 40.9M | 51.5M | 58.4M | 20.9% |
| EPS | 0.00 | 0.25 | 0.35 | 0.41 | 436.0% |
| Shares | 28.5M | 28.1M | 28.1M | 28.1M | -1.3% |
| Debt | 6.9M | 5.1M | 5.0M | 5.8M | -5.6% |
| Equity | 10.1M | 14.8M | 19.5M | 23.9M | 33.3% |
| Op CF | 9.1M | 12.3M | 16.2M | 20.3M | 30.7% |
| Inv CF | -7.9M | -4.4M | -4.5M | -8.0M | — |
| Fin CF | -4.5M | -6.4M | -6.3M | -9.4M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of SHO.WA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| SHO.WA | Shoper S.A.(you) | $311M | 52 | HOLD |
| TXT.WA | Text S.A. | $286M | 96 | STRONG BUY |
| VRC.WA | Vercom S.A. | $692M | 87 | STRONG BUY |
| ASE.WA | Asseco South Eastern Europe S.A. | $868M | 86 | STRONG BUY |
| SPR.WA | Spyrosoft Spólka Akcyjna | $113M | 87 | STRONG BUY |
| ABS.WA | Asseco Business Solutions S.A. | $778M | 95 | STRONG BUY |
| ACP.WA | Asseco Poland S.A. | $3.7B | 89 | STRONG BUY |
| LSI.WA | LSI Software S.A. | $38M | 99 | STRONG BUY |
| FAB.WA | Fabrity S.A. | $19M | 97 | STRONG BUY |
| CMP.WA | Comp S.A. | $486M | 78 | BUY |
Peer medians: ROE 13.9% · P/E 15.8x · Gross margin 27.2%