Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
YRL.WA
STRONG BUYREMOVEyarrl S.A. · Technology · Poland · $13M · Avg Vol: $7K/d
Micro-cap Polish IT firm with insufficient institutional liquidity and lack of clear competitive moat or alignment with our core macro themes.
COMPANY DESCRIPTION
yarrl S.A. provides specialized IT services, software development, and system integration solutions for corporate and public sector clients in Poland. The company specializes in ERP implementations, cloud migrations, and custom software development tailored to utility, financial, and industrial sectors. Its competitive moat is sustained by deep domain expertise, long-term public sector contracts, and strategic alliances with global software vendors like SAP and Microsoft.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 7.3M | 8.2M | 19.2M | 25.9M | 52.6% |
| EPS | -0.41 | 0.05 | 0.12 | 0.08 | 22.5% |
| Shares | 7.2M | 7.0M | 7.0M | 7.0M | -3.9% |
| Debt | 1.7M | 1.5M | 0.5M | 0.8M | -22.1% |
| Equity | 0.3M | 7.3M | 8.2M | 8.7M | 222.6% |
| Op CF | -2.0M | 42,307 | -0.1M | 1.3M | 452.1% |
| Inv CF | 0 | -0.1M | -0.4M | -0.4M | — |
| Fin CF | 1.4M | 2.2M | -1.1M | -76,046 | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of YRL.WA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| YRL.WA | yarrl S.A.(you) | $13M | 82 | STRONG BUY |
| OPM.WA | OPTeam Spólka Akcyjna | $13M | 98 | STRONG BUY |
| IFI.WA | Ifirma SA | $42M | 85 | STRONG BUY |
| BCM.WA | Betacom S.A. | $6M | 95 | STRONG BUY |
| PAS.WA | Passus S.A. | $51M | 74 | BUY |
| ALL.WA | Ailleron S.A. | $54M | 96 | STRONG BUY |
| ATD.WA | Atende S.A. | $36M | 51 | HOLD |
| SGN.WA | Sygnity S.A. | $454M | 80 | STRONG BUY |
| CMP.WA | Comp S.A. | $486M | 78 | BUY |
| KOM.WA | Komputronik S.A. | $17M | 65 | HOLD |
Peer medians: ROE 14.3% · P/E 17.5x · Gross margin 28.1%