Izertis: outstanding profitability and continued growth
The technology consultancy Izertis is celebrating a remarkable stock market trajectory since its incorporation into BME Growth, standing out not only for robust profitability that surpasses main indexes but also for future prospects that continue to generate optimism in the market. This performance underscores the solidity of its business model and its capacity to capitalize on opportunities in the dynamic digital transformation sector, presenting an attractive outlook for the investment community.
Since its market debut on November 25, 2019, at a price of €1.70 per share, Izertis has demonstrated an exceptional ability to generate value. As of May 19, 2025, its share price reached €9.04, representing a notable revaluation of +431.76%. This growth is not an isolated event but a reflection of a consistent strategy, marked by the surpassing of its strategic plans, the successful integration of 43 companies by April 2025, a determined international expansion, and recognition from entities such as the Financial Times, which ranked it among Europe's fastest-growing companies in 2021 and 2022. The solid financial results presented year after year have been a fundamental pillar of this market confidence.
Izertis' strength becomes even more evident when comparing its performance with that of the main stock market indexes. In the same period, from its IPO until early May 2025, while the IBEX 35 offered a +43.57% return, the S&P 500 a +79.05%, and the Nasdaq a +104.77%, Izertis' stock has delivered superior performance, demonstrating its ability to consistently generate alpha. This performance is the result of a well-defined strategy and outstanding execution that the market has recognized and valued.
Looking ahead, Izertis maintains an ambition supported by solid pillars. Its strategic positioning in cutting-edge sectors such as Artificial Intelligence, Cloud, Digital Transformation, and Cybersecurity is key. Constant innovation, evidenced by more than 25 R&D projects in 2024 and the Izertis Ventures initiative, ensures the continuous development of disruptive solutions. The company combines potent organic growth, which in 2024 accounted for 96.5% of revenues, with a well-honed M&A strategy that allows it to integrate talent and technology.
International expansion, with Europe, Latin America and two new hubs in India and Central America
This M&A capability has been highlighted by analysts such as those at Alantra Equities, who point to the integration of more than 35 companies since 2010 with consistently rising margins. International expansion, with a consolidated presence in Europe, America, and the USA, and a portfolio of 700 fully diversified, top-tier clients, complete this picture of strengths. Its 2027 Strategic Plan, which targets €250 million in revenue and €33 million in Normalized EBITDA, reflects a clear roadmap towards sustained growth, starting from the €138.1 million in revenue and €20.7 million in Normalized EBITDA in 2024.
The positive outlook for Izertis is shared by external analysts. GVC Gaesco Valores recommends "Buy" with a price target of €12.00, highlighting growth in high-value businesses. Renta 4 Banco rates the stock as "OUTPERFORM" with a target of €12.20, indicating that the stock price reflects the excellent operational momentum. JB Capital reiterates "Buy" with a target between €12.30 and €15.30, emphasizing long-term prospects. Meanwhile, Alantra Equities projects a valuation between €12.6 and €15.3, describing Izertis as a "highly profitable growth compounder."
Even after such a successful trajectory, Izertis' horizon continues to offer significant growth potential. The prospects for the digital transformation sector are immense, and expert valuations suggest that the stock still has room to grow. The company's intrinsic strength, based on diversification, a solid financial structure, and a clear strategic vision, positions it favorably to capitalize on future opportunities.
The combination of a proven track record, a robust present, and a promising future at the epicentre of the digital revolution makes Izertis a standout player in the current technological and stock market landscape.