Pexip Holding ASA (PEXIP.OL) | Investment Case

1. Company Snapshot

1.a. Company Description

Pexip Holding ASA provides a video-first meeting platform worldwide.The company offers self-hosted software application and as-a-service deployment options for enterprise video conferencing, built on its proprietary Infinity technology.Its interoperability solutions are integrated into Microsoft Teams, Skype for Business, and Google Hangouts Gateway interop, a video system device registration and a meeting and calling service.

The company serves government, healthcare, education, finance, legal, and retail industries.Pexip Holding ASA was founded in 2011 and is headquartered in Oslo, Norway.

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1.b. Last Insights on PEXIP

Pexip Holding ASA's recent performance is driven by its high-growth profile, with the European tech market experiencing tentative optimism due to potential trade agreements with the US. As a growth company with high insider ownership, Pexip's strong internal confidence through significant insider holdings makes it appealing to investors. The company's resilience and adaptability to shifting trade dynamics are key strengths. With European markets showing resilience, Pexip's underexplored potential and possible undervaluation make it an intriguing opportunity.

1.c. Company Highlights

Last Price	58.1
Change Percentage	-0.85%
Open	58.4
Previous Close	58.6
Market Cap ( Millions)	5954
Volume	44650
Year High	68
Year Low	34
M A 50	62.03
M A 200	54.42

FCF Yield	4.75%
Dividend Yield	4.30%
ROE	11.37%
Debt / Equity	3.95%
Net Debt / EBIDTA	-91.91%
Price To Book	4.38
Price Earnings Ratio	34.54
Price To FCF	21.05
Price To sales	5.0
EV / EBITDA	18.76

2. Transcript Summary

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3. NewsRoom

Exploring European Undervalued Small Caps With Insider Buying In November 2025

05:39

Source:

Pexip Holding ASA (PXPHF) Q3 2025 Earnings Call Highlights: Record ARR and Strategic Growth ...

Nov -11

Source:

Exploring 3 Promising Undervalued Small Caps In European Markets With Insider Action

Nov -10

Source:

European Undervalued Small Caps With Insider Action In November 2025

Nov -07

Source:

European Small Caps With Insider Buying Highlighting Undervalued Opportunities

Nov -06

Source:

Exploring Undiscovered Gems in Europe for November 2025

Nov -04

Source:

Exploring 3 Undervalued European Small Caps With Insider Activity

Oct -30

Source:

3 Top Undervalued European Small Caps With Recent Insider Activity

Oct -28

Source:

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (7.96%)

6. Segments

Self-hosted Software

Expected Growth: 7.5%

Pexip Holding ASA's self-hosted software growth is driven by increasing demand for secure, flexible, and scalable video conferencing solutions. Key drivers include rising remote work adoption, growing need for enterprise-grade security, and increasing adoption of cloud-based infrastructure. Additionally, Pexip's software integrates with popular platforms, expanding its addressable market.

Pexip As-a-service

Expected Growth: 8.5%

Pexip As-a-service growth driven by increasing demand for cloud-based video conferencing solutions, fueled by remote work adoption, digital transformation, and cost savings. Strong partnerships with Microsoft and Google, expanding into new markets, and innovative product offerings also contribute to the 8.5% growth.

7. Detailed Products

Pexip Infinity

A scalable and flexible video conferencing platform that enables organizations to deploy and manage video conferencing infrastructure

Pexip Service

A cloud-based video conferencing service that provides a scalable and secure platform for video meetings and collaboration

Pexip Fusion

A software-based video conferencing solution that enables organizations to integrate video conferencing with existing infrastructure

Pexip Insync

A meeting room solution that provides a seamless and intuitive video conferencing experience

8. Pexip Holding ASA's Porter Forces

Forces Ranking

Threat Of Substitutes

Pexip Holding ASA operates in a niche market, providing video conferencing solutions. While there are substitutes available, they are not as comprehensive as Pexip's offerings, reducing the threat of substitutes.

Bargaining Power Of Customers

Pexip's customers are largely enterprises and organizations, which have limited bargaining power due to the customized nature of Pexip's solutions.

Bargaining Power Of Suppliers

Pexip relies on a few key suppliers for its hardware and software components. While there are alternative suppliers available, Pexip's dependence on these suppliers gives them some bargaining power.

Threat Of New Entrants

The video conferencing market is attractive, and new entrants may be drawn to it. However, Pexip's established brand and customer base provide a barrier to entry, reducing the threat of new entrants.

Intensity Of Rivalry

The video conferencing market is highly competitive, with established players like Zoom, Microsoft, and Cisco. Pexip faces intense competition, which may lead to pricing pressures and reduced market share.

9. SWOT Analysis

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

	Value
Debt Weight	1.17%
Debt Cost	4.33%
Equity Weight	98.83%
Equity Cost	9.33%
WACC	9.27%
Leverage	1.18%

11. Quality Control: Pexip Holding ASA passed 4 out of 9 key points

Strong Liquidity

Low Debt

Strong Interest Coverage

Healthy Cash Flow

Operating Efficiency

Strong Return On Equity

Consistent Revenue Growth

Consistent Operating Cash Flow Growth

Margin Improvement

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Pexip

A-Score: 5.5/10

Value: 1.4

Growth: 7.1

Quality: 7.5

Yield: 3.8

Momentum: 9.5

Volatility: 3.7

1-Year Total Return ->

Fabasoft

A-Score: 5.3/10

Value: 4.0

Growth: 6.8

Quality: 7.1

Yield: 2.5

Momentum: 7.0

Volatility: 4.3

1-Year Total Return ->

Esker

A-Score: 4.2/10

Value: 0.0

Growth: 7.2

Quality: 6.8

Yield: 0.0

Momentum: 5.5

Volatility: 5.7

1-Year Total Return ->

Lectra

A-Score: 4.2/10

Value: 4.2

Growth: 5.8

Quality: 6.5

Yield: 1.9

Momentum: 2.5

Volatility: 4.0

1-Year Total Return ->

Cerillion

A-Score: 3.7/10

Value: 1.2

Growth: 5.8

Quality: 9.1

Yield: 1.2

Momentum: 2.5

Volatility: 2.3

1-Year Total Return ->

Swvl

A-Score: 2.9/10

Value: 6.8

Growth: 4.6

Quality: 3.0

Yield: 0.0

Momentum: 3.0

Volatility: 0.3

1-Year Total Return ->

Peers Metrics

12.e Scoring ^Insights

12.f DCF ^BETA

Parameters

Short Term Growth

9.28%

Short term Time

10.0

Long-Term Growth

2.00%

WACC

9.27%

Pexip Holding ASA - NO0010840507

1. Company Snapshot

1.a. Company Description

1.b. Last Insights on PEXIP

1.c. Company Highlights

Average Quality

Stable Momentum

Medium Volatility

Earnings Beats

Revenues Beats

Strong Momentum

Lower Growth

Average Yield

Fairly Valued

Expensive

Better Quality

Revenues Miss

2. Transcript Summary

3. NewsRoom

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (7.96%)

6. Segments

Self-hosted Software

Expected Growth: 7.5%

Pexip As-a-service

Expected Growth: 8.5%

7. Detailed Products

Pexip Infinity

Pexip Service

Pexip Fusion

Pexip Insync

8. Pexip Holding ASA's Porter Forces

Forces Ranking

Threat Of Substitutes

Bargaining Power Of Customers

Bargaining Power Of Suppliers

Threat Of New Entrants

Intensity Of Rivalry

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

11. Quality Control: Pexip Holding ASA passed 4 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

58.1$

Current Price

58.1$

Potential

-0.00%

Expected Cash-Flows

12.e Scoring ^Insights

12.f DCF ^BETA