ESI Group: Beautiful story and critical mass
The story of ESI Group is a beautiful one - that of a high-tech, family company and a pioneer in the fast-growing virtual prototype market. It's the story of a company that has underperformed its market, but whose investors are hoping for new momentum following the appointment of Cristel de Rouvray, the founder's brilliant daughter, as CEO. It's the story of a group that has EV/EBITDA and P/E 30 multiples 30% lower than the industry's major leaders, despite a 60% increase in its share over the last 3 months. It's a very beautiful story; too beautiful in our opinion.
ESI Group is engaged in researching, developing, designing, creating and distributing computer software; and acquiring, receiving, holding, managing and trading in a portfolio of securities, especially in fields related to the publishing of scientific software, including digital simulation software for prototyping and manufacturing processes and related decision-making support tools.
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