Report
EUR 482.08
For Business Accounts Only
• The recent Wandera acquisition offers ample synergies for strong revenue performance.
• The ~50% mispricing is in large part attributed to investors assuming Apple’s acquisition of Fleetsmith in 2020 is an existential threat to JAMF – we outline the very low probability that this is the case.
Jamf Holdings: Initiation Report
• Given employee PC choice trends, Apple’s push into business, and COVID-driven digitalization acceleration in education and healthcare, JAMF are in a prime position for the next 1 to 3 years.• The recent Wandera acquisition offers ample synergies for strong revenue performance.
• The ~50% mispricing is in large part attributed to investors assuming Apple’s acquisition of Fleetsmith in 2020 is an existential threat to JAMF – we outline the very low probability that this is the case.
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Convequity Ltd.
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Jordan Lambert
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