One of the sectors in which Technology He has broken out with great force has been marketing and communication. While companies such as LlyC have managed to adapt quickly to the market and integrate artificial technology and intelligence to their processes, others such as Making Science were born directly as digital companies, integrating from the beginning technological solutions adapted to the needs of their customers.
The year 2025 has been key to verifying to what extent the incorporation of the technology or artificial intelligence solutions They contribute value to companies and improve their visibility within the market. The question is: how has the If This behavior in companies that offer this type of solutions?
Luck
So far this year, the LLYC Action adds one revaluation of 45.38%, from 5.95 euros to the current 8.65 euros. The annual maximum reached was recorded on July 28, when the action came to quote at 10.50 euros.
Álvaro Nieto, Technical Analyst of Investment Strategiesemphasizes that «in the weekly graphic of the LLYC contribution, we observe that, the asset is carrying out a consolidation process during the last weeks, thereby leading to the price to reach the fibonacci levels of the previous increases, while the MACD oscillator neutralizes overcompraous readings.»
In this sense, Nieto details that «we will maintain a constructive attitude in LLYC’s actions as long as we do not attend at a weekly closing price below the 7.75 euros per sharesince, drilling of this support level can cause the falls to have continuity, because the price would drill the level 61.80% of Fibonacci of the entire previous increase. However, with overcompra readings eliminated in the MACD oscillatorthe risk of bearish continuity decreases in the next weeks. «
During the first half of the year, the consultant registered some operational income of 45.8 million euros and the recurring EBITDA increased by 15% up to 7.9 million euros. The Ebitda margin improved 17.2%, 1.3 percentage points above the first half of last year.
After the presentation of the results, Llyc decided to update its objectives with a Ebitda objective reduction between 18-25%due to the global uncertainty environment and volatility in financial markets. However, despite this reduction the analysts of Lighthouse They consider that profitability levels will be recovered and the company will continue to grow organic and inorganicly consolidating its position in the United States.
For its part, María Mira, MFIA, fundamental analyst for investment strategies, He states that in an assessment based on stock market and multiples, and considering its estimate for the closure of 2025, “LlyC quote with discount. It is a growing company for which The market discounts a 9.3x PER, with a PEP ratio less than 0.5x, which shows a clear undervaluation. The ratio Price/Sales (0.93x) reflects an additional growth potential, and the Multiple Price/Accounting Value (PVC: 1.76x) is below its historical levels and the sector average. The dividend is modest, but significant for a Growth profile company, with a dividend profitability (Dividend Yield) of 1.95%. ”
As it stands out Mira«The company maintains a robust balance, with solvency ratio at very comfortable levels (DFN/Ebitda 1.7x as of December 2024 and 0.9x low estimate for closing 2025).»
Under its fundamental assessment criteria and for a long -term investment horizon, the recommendation for LLYC is positive, remembering that it lies in the BME Growth and, therefore, with low liquidity.
MAKING SCIENCE
The company that currently quote at 8.70 euros per shareaccumulates a 13.73% rise since the beginning of the year, registering its maximum on May 29 at 9.50 euros per share.
From the point of view of technical analysisNieto He points out that «in the weekly scale graph of the Making Science contribution, we detect that, the price is attacked important support levels in this week over the 8.35 euros per share«.
In this sense, Nieto emphasizes that «it is important that we do not attend weekly closures below that support level, since, the asset maintains the formation of a lateral range between 7.45 euros and 9.65 euros per share«.» While the price continues above the intermediate support in the 8.35 euros per sharethe chances of ending up activating an important upward objective in the coming weeks is high, being able to lead to the actions of Making Science to attend an important upward stretch that allows the price to advance on the basis of a medium -term bullish objective over the medium -term target over the 12,3 euros«, he says.
In the first six months of 2025, Making Science invoiced 175 million euros in revenue, which resulted in an increase of 40% With respect to the same period of the previous year, thanks to the behavior of the Core Business and the international expansion that the company experienced. He International business doubled its income and the recurring Ebitda reached 7.7 million euros5.7% more. The technology consultant plans to reach income between 350 and 370 million euros and a recurring Ebitda between 17 and 18 million euros for this year.
With a clear vision of global expansion and a focus determined in technological innovation, Making Science will continue to bet on its Expansion and growth by geographiesdiversifying in new markets and generating value through the synergies and generation of cash flow.
Rent 4 bank In its latest report on the company, it emphasizes that the company is “aligned to meet the objectives” and maintains its recommendation on the value of “raising” with an objective price of 13.80 euros, which is a 58.62% revaluation potential at current contribution prices. It also highlights the growth opportunities that you have thanks to its technological solutions such as Ad-Machina and Gauss AI.
As Lookin an assessment based on ratios and stock market, and considering its estimate for the closure of 2025, “Making Science is discounted and has a very interesting margin of revaluation. It is a growing company for which the market Discount a 10x per. Adjusted per With the estimated growth for the benefit, the ratio PEG It is placed at clear infraval levels (0,02x). He Multiple Price/Sales (0.22x) reflects an additional growth potential, Yel multiple price/accounting value (PVC: 2.32x) down from more demanding historical levels. ”
As reflected Maria Look“The company is improving the solvency of its balance, which at the end of 2023 presented very tension levels (DFN/EBITDA of 8x). It reduced this ratio to 3x in December 2024, and we estimate that it could close the current year with a solid solvency, with a DFN/Ebitda less than 2x, a level considered comfortable and sustainable. ”
Based on its fundamental assessment and for a long -term investment horizon, the recommendation is positive for Making Science titles, remembering that it lies in the BME Growth and, therefore, with low liquidity.