VRC.WA
Strong BuyFull HouseAI neutralVercom S.A. · Technology · Poland · $741M
PLN 128.60 +0.0% · close 5 Oct · scored 7 Oct
Full House: Strong business, sensible price, market agrees. The rare full house.
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Vercom is a Polish communications platform that sends transactional and marketing emails and text messages for businesses through its brands such as MailerSend and MailerLite. It has high returns on capital, usage-based revenue, a founder-led management team and a strategic investor, cyber_Folks, that has agreed to vote alongside the founders. The business is growing, but SMS messaging is low-margin and competitive, larger global rivals operate in email, and the valuation already reflects much of the quality. The case is good but not clearly asymmetric.
ABOUT VERCOM S.A.
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Vercom S.A. is a global cloud communication platform provider (CPaaS) that enables companies to automate and orchestrate multi-channel communication via SMS, email, push, and instant messaging. The company holds a dominant position in the CEE region, serving thousands of e-commerce and enterprise clients. Its competitive advantage stems from its proprietary high-throughput infrastructure and seamless API integration capabilities.
FINANCIAL SUMMARY (PLN)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 260.3M | 337.4M | 495.9M | 471.2M | 21.9% | 501.3M | 560.0M | 649.4M | 17.4% |
| EPS (PLN) | 1.54 | 3.18 | 3.45 | 4.07 | 38.3% | 4.34 | 5.63 | 6.94 | 30.6% |
| Shares | 22.1M | 22.1M | 22.1M | 22.0M | -0.7% | 22.1M | — | — | — |
| Debt | 161.9M | 114.2M | 95.7M | 80.9M | -20.6% | 75.6M | — | — | — |
| Equity | 356.0M | 365.9M | 417.9M | 401.7M | 4.1% | — | — | — | — |
| Op CF | 51.9M | 85.3M | 112.4M | 117.8M | 31.5% | 135.1M | — | — | — |
| Inv CF | -220.9M | 14.9M | -6.5M | -14.9M | — | — | — | — | — |
| Fin CF | 100.9M | -83.8M | -63.2M | -99.9M | — | — | — | — | — |
Calmer than 60% of stocks we rank over the past year (36% a year).
How this is worked out
What it measures: day-to-day price moves over the past year, as a yearly figure, ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.
What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.
Calm is not safe: a calm stock can still slide steadily.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of VRC.WA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| VRC.WA | Vercom S.A.(you) | $741M | 89 | Strong Buy |
| ABS.WA | Asseco Business Solutions S.A. | $725M | 94 | Strong Buy |
| ASE.WA | Asseco South Eastern Europe S.A. | $1.0B | 86 | Strong Buy |
| TXT.WA | Text S.A. | $279M | 98 | Strong Buy |
| ACP.WA | Asseco Poland S.A. | $4.7B | 89 | Strong Buy |
| SPR.WA | Spyrosoft Spólka Akcyjna | $92M | 87 | Strong Buy |
| LSI.WA | LSI Software S.A. | $36M | 99 | Strong Buy |
| FAB.WA | Fabrity S.A. | $19M | 100 | Strong Buy |
| CBF.WA | cyber_Folks S.A. | $1000M | 82 | Strong Buy |
| SGN.WA | Sygnity S.A. | $496M | 84 | Strong Buy |
Peer medians: ROE 14.8% · P/E 16.1x · Gross margin 37.6%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.