Overlooked Alpha

Overlooked Alpha

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Overlooked Alpha
Overlooked Alpha
EngageSmart: Overlooked Growth Stock
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EngageSmart: Overlooked Growth Stock

ESMT is raising prices, and still growing fast.

Wall Street and Main
Dec 04, 2022
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Overlooked Alpha
Overlooked Alpha
EngageSmart: Overlooked Growth Stock
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📍 TLDR

  • ESMT has a market cap approaching $3 billion but is seemingly unheard of by the majority of investors.

  • The stock continues to be dragged down by a sell-off in growth. But ESMT’s own growth story appears intact.

  • The core ‘SimplePractice’ offering is showing strength fundamentally and qualitatively.

  • Valuation isn’t perfect, but low enough for the sto…

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