Yeah, LVT is definitely undervalued compared to its peers.
If all the abnormal expenses (like staff redundancies and legal settlements) are now in the past, then they're tracking on par/ahead of some of those fellow tech sector companies with MUCH larger valuations.
When LVT's underlying growth becomes visible again (I think its been hidden by irregular growth from acquisitions and their covid cost cutting response), I think this will rerate. It's just going to take a few quarters of normalised costs and revenue growth for things to smooth out.
When you look at their organic growth though, there's only been a slight dip due to covid and they're tracking inline with their peers.
Organic ARR Growth ($m)
Operating Cashflow Excluding Abnormals ($m)
Net Cashflow ($m)
Market Cap ($m)
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Yeah, LVT is definitely undervalued compared to its peers.If all...
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