OneSpan: A Turnaround Story With High-Margin Growth And Undervalued Potential
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OneSpan is undergoing a successful transition from hardware to software, resulting in significant growth in recurring revenue and improved margins. The company has enhanced its operational efficiency, maintains a zero-debt balance sheet, and has introduced a quarterly dividend.
January 16, 2025 | 8:30 pm
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POSITIVE IMPACT
OneSpan's shift to software and subscription services has led to a 9% increase in recurring revenue and improved gross margins. The company has a strong balance sheet with no debt and has initiated a quarterly dividend.
The transition to higher-margin software and subscription services is driving revenue growth and improving margins, which is positive for OneSpan's financial health. The zero-debt balance sheet and new dividend further enhance its attractiveness to investors.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100