Analysts Klas Danielsson and Dante Haques have examined the prospects for Proact, operating within data storage and consulting. Importantly, added focus on longer contract periods is estimated to increase future margins. Furthermore, with clients such as Microsoft, Amazon and Google, while strong underlying market growth, the company is well positioned for the future. A strong balance sheet enables them to additional growth through acquisitions. A base-scenario shows a potential upside of 26,8 %, with the use of a discounted cash-flow analysis.

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Case summary: 

  • Changed focus on contracts with longer lead times is expected to provide an improved gross margin
  • Cash flow margin of 8 % and Net Debt / EBITDA of 0.53 allows for acquisitions in the future
  • Digitization trend with increased need for data-storage creates opportunities in the future
  • A DCF estimates an upside of 26.8 %