Source: Financial Modeling Prep · peers by sector/industry
Insider activity (SEC Form 4)
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Valuation
Trading at 11.6× earnings vs its 23.6× historical median P/E.
Fair value ≈ $140.12 · price $68.78 today
Undervalued · 51% below
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Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$EVVTY
Hey, ck out DDI. Gaming biz under $12 shr with 26 earnings proj at $2.50 p/e 5ish and cash reserve $10 per shr. Offer to buy from 60+% total shr holder of 11.25. # will need to increase at a min $5 and prob closer to $10. DD b4 stepping as always
$EVVTY The Board of Directors of Evolution AB has resolved on EUR 2 billion Share Buyback Program. The purpose of the acquisition of own shares is to optimize the capital structure of the Company by reducing the share capital, thereby creating added shareholder value. The Company has simultaneously entered into a EUR 300 million revolving credit facility to maintain continued financial flexibility.
$EVVTY This should be treated like well managed oil stocks where the CEO buys back shares driving prices higher as oil prices rise. In this case, they take advantage of being a market leader, buy back shares, and then this stock will rocket once we beginn emerging out of a recession which could start any year now
$EVVTY
Redeye attended an analyst meeting hosted by Evolution AB on Friday (prior to their March 16 research note). The discussion covered several key areas, including capital allocation, cyber crime in Asia, channelization in Europe, and competition.
Capital allocation (incl. dividend): Management explained that no dividend or share buybacks were announced alongside the Q4 results simply due to timing — nothing dramatic was behind the delay. They stressed the board’s full commitment to shareholder value creation. A dividend proposal was expected to be included in the AGM notice (published that same week).
Shortly after the meeting, on March 18, Evolution’s board proposed no dividend for 2025, deviating from the company’s normal policy (at least 50% of net profit). The stated reason was that a cash dividend was not currently the best way to create long-term shareholder value; further capital-allocation decisions for 2026 would be communicated later.
$EVVTY looking ahead to a few key catalysts:
🎰Closure of the Galaxy Gaming acquisition
🎰Share buyback plan update
🎰Dividend announcement
🎰Favorable outcome in their Playtech/Black Cube lawsuit
🎰Favorable regulatory outcomes in Vegas & Louisiana
They're still a 60% market share leader with a clean balance sheet and an ~8% combined dividend/buyback yield. Evolution has also shown regulators to be a more legitimate operator amongst its peers, which unfortunately can mean lower margins when competitors gain more in unregulated or illegal markets.
I like holding and will cost average down if it falls below $56.
