Like.. nobody knows that this company exist.

Pros:

SaaS / cloud model, trading at discount versus peers, low churn, smashed it out the park in Q4 during COVID, provided guidance of mid-teens profit growth for FY21, profitable and pays dividend. Founder-led. Mgmt team owns ~9%. Long operating history.

Cons:

2019 IPO . Some modest debt. PE still on register - has to exit at > $1.90, escrowed until end of CY20, but could be a drag on share price until they exit. 

Initial thoughts:

If they can crank up organic sales growth % and make a few nice bolt-on, then they could get a multiple re-rate. Growth rate too low for SaaS - stupid market doesn't like profits or dividends, just wants top-line growth.