| Valuation method | Value, € | Upside, % |
|---|---|---|
| Artificial intelligence (AI) | n/a | n/a |
| Intrinsic value (DCF) | n/a | |
| Graham-Dodd Method | n/a | |
| Graham Formula | n/a |
Solutions 30 SE is a Luxembourg-based company specializing in support solutions for new digital technologies across Europe, including France, Italy, Germany, the Netherlands, Belgium, Luxembourg, Poland, and Spain. Operating in the Information Technology Services sector, the company provides a broad range of services, including telecom support (installation, maintenance, and logistics), IT solutions (hardware, infrastructure, IoT deployment), smart meter installations, electric vehicle charging stations, and photovoltaic power plant maintenance. Additionally, Solutions 30 SE offers services in digital signage, self-checkout technology, security systems (CCTV, fire alarms), and cabling logistics. Founded in 2003, the company has positioned itself as a key enabler of digital transformation for businesses and residential markets. With a market cap of approximately €134.6 million, Solutions 30 SE plays a crucial role in Europe's evolving tech infrastructure landscape, supporting connectivity, automation, and energy transition initiatives.
Solutions 30 SE presents a mixed investment profile. The company operates in a growing market driven by digital transformation, IoT adoption, and renewable energy infrastructure, which could provide long-term revenue opportunities. However, its financials show challenges, including a net loss of €15.8 million in the latest fiscal year and negative diluted EPS (-€0.15). The company's high beta (1.63) indicates significant volatility relative to the market. Positive aspects include €58.2 million in operating cash flow and €96.3 million in cash reserves, providing some liquidity. Investors should weigh the company's broad service portfolio and European footprint against its profitability struggles and competitive pressures in the IT services sector.
Solutions 30 SE competes in a fragmented market for IT and telecom support services, differentiating itself through a diversified service portfolio spanning telecom, IT infrastructure, smart energy, and security solutions. Its pan-European presence allows it to serve multinational clients, but it faces intense competition from both large integrators and local specialists. The company's competitive advantage lies in its ability to bundle services (e.g., combining telecom installations with smart meter deployments), which can create cross-selling opportunities. However, its relatively small scale (€996 million revenue) compared to global IT service providers may limit its ability to compete on large infrastructure projects. Margins are pressured by the labor-intensive nature of field services and project-based work. The company's focus on emerging technologies (EV charging, IoT) positions it for growth but requires continued R&D and training investments. Its negative net income suggests inefficiencies or pricing pressures that stronger competitors may not face.