This company’s is more of narratives than actual fundamentals/financials.
- Margin is pretty less for an IT company. No point of MOAT if one is working at those margins.
- Profit growth has been almost negligible in the last two years.
- 92 P/E, most probably it can only decrease from here (No scope of re-rating).
Some questions:
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Can someone provide their own profit CAGR estimate? I see a lot of fellow VP’ers are commenting things like “Huge Growth Potential” etc. , but it will be really helpful if you can share your estimates.
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One thing I like a lot here is ProteanX and Digital Signing of documents, leveraging blockchain. In fact I had worked on an exact same project in university. However, tbh it’s pretty easy to make up frameworks like this, what advantage does Protean have over any other company which offers this service? The government wants multiple vendors.
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