Overlooked Alpha

Overlooked Alpha

EngageSmart: Overlooked Growth Stock

ESMT is raising prices, and still growing fast.

Overlooked Alpha
Dec 04, 2022
∙ Paid

📍 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…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Joe Marwood · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture