Vercom S.A. (VRC.WA) has a MoatMap StockRank of 87/100 based on Quality (78/100), Value (56/100), and Momentum (36/100) factor scores. The current signal is STRONG BUY. Vercom is a high-growth Polish CPaaS (Communication Platform as a Service) provider that exhibits strong quality metrics (Q: 78) and scalable SaaS economics. It is a highly attractive business with a loyal customer base, but it lacks a direct link to our high-conviction macro themes for the next 18 months, keeping it on the watchlist rather than the active book.
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.
| Price | $33.14 |
| Market Cap | $836M |
| P/E (TTM) | 29.08 |
| P/E (Forward) | 17.58 |
| Price/Book | 7.01 |
| Return on Equity | 21.4% |
| Return on Invested Capital | 23.7% |
| Debt/Equity | 17.87 |
| Gross Margin | 54.9% |
| Operating Margin | 24.3% |
| Revenue Growth | 11.0% |
| Dividend Yield | 2.3% |
| Free Cash Flow | $24M |
Vercom S.A. operates in the Software - Application industry, part of the Technology sector (Poland).