- Real Matters' Investor Day event reaffirmed the medium-term growth story, underpinned by a range of drivers across its businesses.
- The Appraisal business leads the way with a $4 billion market opportunity, and the potential for further share gains underpinning the segment growth outlook.
- The T&C business also offers an impressive outlook, with a $2 billion market opportunity, a tripling in share, and EBITDA margin expansion.
- With the Data opportunity also set to complement medium-term growth, the current c. 13x EV/EBITDA multiple seems undemanding for a company running well ahead of the Rule-of-40.
For further details see:
Real Matters: Recent Selloff Unfairly Discounts The Medium-Term Growth Potential