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Vercom SA (PL:VRC)
:VRC
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Vercom SA (VRC) AI Stock Analysis

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PL:VRC

Vercom SA

(VRC)

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Rating:61Neutral
Price Target:
zł133.00
▲(0.91% Upside)
Action:N/A
Date:09/16/25
The stock’s score is driven primarily by strong cash flows and profitability supported by a robust balance sheet, offset by the sharp revenue decline, which represents the most material risk. Lack of technical momentum and a valuation that already prices in growth limit near-term upside.
Positive Factors
Balance Sheet Health
A low debt-to-equity ratio indicates conservative leverage, enhancing Vercom SA's financial flexibility and reducing risk in economic downturns.
Negative Factors
Earnings Volatility
Lack of recent earnings call data limits visibility into management's outlook and strategic initiatives, potentially increasing uncertainty about future performance.
Read all positive and negative factors
Positive Factors
Negative Factors
Balance Sheet Health
A low debt-to-equity ratio indicates conservative leverage, enhancing Vercom SA's financial flexibility and reducing risk in economic downturns.
Read all positive factors

Vercom SA (VRC) vs. SPDR S&P 500 ETF (SPY)

Vercom SA Business Overview & Revenue Model

Company Description
Vercom S.A. delivers Communication Platform as a Service (CPaaS) solutions, equipping businesses to foster and enhance their relationships with customers through diverse communication channels. These channels encompass email, SMS, push notificatio...
How the Company Makes Money
Vercom SA generates revenue primarily through its subscription-based model and pay-as-you-go services. Key revenue streams include fees from SMS and voice services, which are charged based on usage, as well as monthly subscriptions for access to i...

Vercom SA Financial Statement Overview

Summary
Vercom SA's financials show exceptional cash flow strength (free cash flow +177.6% YoY TTM), excellent margins (EBIT 21.7%, net 17.4%), and a strong balance sheet (debt/equity 0.23, equity ratio 68.3%, ROE 21.7%). However, the substantial revenue decline (-36.5% YoY TTM) and slowing equity growth present material medium-term risk.
Income Statement
68
Positive
Balance Sheet
73
Positive
Cash Flow
85
Very Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue483.32M471.15M496.23M337.38M260.32M178.92M
Gross Profit265.37M254.15M220.95M181.00M115.73M54.03M
EBITDA132.05M128.00M112.48M105.95M52.31M33.13M
Net Income91.29M89.87M76.58M70.40M31.42M22.71M
Balance Sheet
Total Assets622.41M597.57M626.38M559.05M586.94M295.95M
Cash, Cash Equivalents and Short-Term Investments100.38M105.52M106.23M63.26M-3.23M116.80M
Total Debt78.55M80.93M95.73M114.21M137.99M46.94M
Total Liabilities182.94M194.14M204.70M191.41M152.55M89.07M
Stockholders Equity437.51M401.70M419.89M365.91M327.68M206.05M
Cash Flow
Free Cash Flow110.10M97.40M100.51M76.38M24.30M25.52M
Operating Cash Flow126.90M113.71M112.36M85.30M31.45M30.56M
Investing Cash Flow-41.42M-15.59M-6.54M14.86M-221.79M-71.61M
Financing Cash Flow-96.97M-95.03M-63.17M-83.76M106.70M146.17M

Vercom SA Technical Analysis

Technical Analysis Sentiment
Positive
Last Price131.80
Price Trends
50DMA
123.42
Positive
100DMA
122.42
Positive
200DMA
123.73
Positive
Market Momentum
MACD
2.55
Negative
RSI
69.10
Neutral
STOCH
92.53
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For PL:VRC, the sentiment is Positive. The current price of 131.8 is above the 20-day moving average (MA) of 127.16, above the 50-day MA of 123.42, and above the 200-day MA of 123.73, indicating a bullish trend. The MACD of 2.55 indicates Negative momentum. The RSI at 69.10 is Neutral, neither overbought nor oversold. The STOCH value of 92.53 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PL:VRC.

Vercom SA Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
84
Outperform
zł1.32B11.3799.11%10.57%-7.09%-29.05%
74
Outperform
zł3.80B18.1218.02%3.00%4.08%12.53%
61
Neutral
$37.18B12.37-10.20%1.83%8.50%-7.62%
61
Neutral
zł2.81B30.6022.84%1.59%-3.80%11.18%
60
Neutral
zł1.91B-31.27-6.67%3.72%50.70%-140.64%
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
PL:VRC
Vercom SA
135.60
15.78
13.17%
PL:TXT
LIVECHAT Software SA
51.80
0.39
0.75%
PL:ABS
Asseco Business Solutions SA
86.60
0.03
0.03%
PL:WPL
Wirtualna Polska Holding SA
65.20
-7.73
-10.60%
PL:CBF
R22 Spolka Akcyjna
198.60
24.89
14.33%
PL:ASE
Asseco South Eastern Europe S.A.
73.70
-0.80
-1.07%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Sep 16, 2025