Report

Update: Changing shape

Through acquisition and investment, Solera is progressively transforming itself from an automotive damage repair estimation company into a broad-based provider of digital solutions for the insurance, claims processing and repair industries. Delivery on the Mission 2020 target now looks very achievable, although investment will continue to weigh on margins and cash conversion in the transition. However, we believe the current operations are worth $65+per share. If Solera delivers on its Mission 2020 targets, substantial upside should be unlocked.
Underlying
Provider
Edison Investment Research
Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

.

Other Reports on these Companies
Other Reports from Edison Investment Research

ResearchPool Subscriptions

Get the most out of your insights

Get in touch