Found this stock lately thru Aus Biz and got in at a small parcel just as a base. One thing I am interested to hear from other holders is the valuation of Z2U comparing to ART.
Z2U vs ART Revenue Multiples: 27x vs 15x GMV Multiples: 6.7x vs 2.6x Growth rate: 23% vs 35%
Is the current SP a bit of stretch? Or has it priced in further revenue growth which yet to be reported? I think the business has very strong potential given the model has been so successful in Asia but just keen to hear what others thought of the fair value and potential of the business. For me, I would expect a business of such story should be able to archive 100% growth rate at least…
