|Shares Out. (in M):||33||P/E||0.0x||0.0x|
|Market Cap (in $M):||1,681||P/FCF||0.0x||0.0x|
|Net Debt (in $M):||188||EBIT||0||0|
|TEV (in $M):||1,868||TEV/EBIT||0.0x||0.0x|
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Business Description / Quality:
Vistaprint is a disruptive player in the micro business print market. Its highly incentivized management team has used refined customer acquisition techniques, low-cost manufacturing, and existing scale benefits to solidify its position as the 800-pound gorilla in the market. Recent investments to improve the customer experience leave Vistaprint well positioned to capture share of its large TAM and expand margins. The company’s flexible cost structure provides margin of safety if growth slows, and suggests margins at maturity will be well above current levels. Despite the optics of reported financials, the underlying business is a cash cow. In addition to excellent future prospects for the core business, investments in digital marketing solutions and emerging markets add a layer of significant option value to the thesis.
Key Thesis Points:
Key Investment Risks:
Disclaimer: We and our affiliates are long VPRT. We may buy or sell shares without notification. This is not a recommendation to buy or sell shares.
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