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← CockpitCompetitor Analysis › IVU.DE IVU Traffic Technologies AGOpen in the cockpit ↗

IVU Traffic Technologies AGIVU.DECompetitor analysis, valuation and peers

Germany · EUR·Information Technology›Packaged Software
Momentum leader 90
Mkt cap
$518M
US dollars, full cap
Free float
93%
of shares outstanding
$/day
$421,833
20-day average traded
Fwd P/E
28.8×
forward earnings
ROIC−WACC
+18.4 pp
WACC 8.0%
Hurdle
-3 pp
Req g minus delivered
Next earnings
133 days
19 Mar 2027
Close · EUR€26.70
1D+1.9%
1W-6.6%
1M+0.8%
3M+10.8%
6M+39.8%
YTD+27.8%
1Y+34.2%
ATR %3.2%
52w lowhigh7.9% off high

What IVU Traffic Technologies does

Employees: 1,070

IVU Traffic Technologies at a glance

Size IVU Traffic Technologies (IVU.DE) is a Germany Information Technology company (Packaged Software) with a market value of $518M, the 174th largest of 205 Germany companies the cockpit tracks. Shares closed at €26.70 on 6 Nov 2026.

Performance Over six months the shares gained 39.8%, against -22.7% for the median peer and +2.6% for the Germany market (cap-weighted) — highest of 21 in its peer set.

Growth Revenue grew 10.4% over the last twelve months (peer median +5.0%); the operating margin is 13.2% (peer median -6.1%).

Valuation It trades at 28.8× forward earnings against a peer median of 24.5× (6th cheapest of 11).

Price implies For today's price to make sense, revenue must grow about 7% a year for seven years (Req g). Recent delivered growth is +10%, so the hurdle is -3 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 18.4 points above its cost of capital (8.0% WACC).

Next results Next results expected around 19 Mar 2027 (exchange calendar; dates can move).

Relative performance

7510012515011 May 202611 Aug 20266 Nov 2026IVU.DE 139Peer median 77
Six months, rebased to 100: IVU Traffic Technologies against the median of its 20 peers (local-currency closes).

IVU Traffic Technologies financials

Reported figures in EUR; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue€158M€150M€134M€122M€113M
Revenue growth—+12%+9%+8%—
Gross profit€37.3M€33.7M€30.3M€28.2M€25.3M
EBITDA€25.6M€23.6M€21.0M€21.1M€18.8M
Net income€15.0M€13.3M€12.0M€11.4M€10.1M
Free cash flow€44.2M€30.7M€6.43M€11.2M€2.66M
Capital expenditure€1.24M€1.40M€1.59M€1.75M€1.91M
Total debt€18.7M€19.5M€20.8M€17.1M€15.6M

Quarterly statements and history in the cockpit →

IVU Traffic Technologies competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%-25%0%+25%-40%-20%0%3003529890301157300399300571TOM27595BRUN347700300550ACAST301221002995300290300588NRDS6657NEXN2718IVU.DE6-month return →1-month return →
Up and to the right = strong over both horizons. IVU Traffic Technologies is the large dot.

Fundamentals: revenue growth against valuation

0%+100%+200%+300%0×20×40×9890TOM27595347700ACAST301221603918NRDSNEXNIVU.DERevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. IVU Traffic Technologies is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%+60%0%25%50%300352TOM27595300550ACAST002995NRDSNEXNIVU.DEGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. IVU Traffic Technologies is the large dot.

IVU Traffic Technologies competitors and peer comparison

How IVU Traffic Technologies compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

IVU Traffic Technologies against its 20 peers (data as of 6 Nov 2026)
MeasureIVU.DEPeer medianRank in peer set
1-month return+0.8%-9.0%3rd highest of 21
6-month return+39.8%-22.7%highest of 21
Distance from 52-week high-7.9%-49.6%highest of 21
Revenue growth (TTM)+10.4%+5.0%8th highest of 20
Operating margin13.2%-6.1%2nd highest of 21
Forward P/E28.8×24.5×6th cheapest of 11
Growth the price implies (Req g, 7 yrs)6.8%5.3%4th most demanding of 10
Growth delivered (Del g)+10.2%+5.7%5th highest of 9
Hurdle (Req g minus delivered)-3.4 pp-8.1 pp4th most demanding of 9
ROIC minus cost of capital+18.4 pp-9.8 pp2nd highest of 20
EV / EBITDA16.8×5.0×3rd most expensive of 7
Net debt / EBITDA-1.2×-1.9×5th most indebted of 10

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
IVU Traffic Technologies IVU.DEGermany$518M+40%+10%13%28.8×6.8%+10.2%
Beijing VRV Software 300352.SZChina$518M-67%+28%-110%n/a58.4%-13.7%
Tanwan 9890.HKHong Kong$517M-52%-4%-6%2.9×n/an/a
Hangzhou Huasu Technology 301157.SZChina$516M-19%+16%5%n/an/an/a
Jiangxi Tianli Technology 300399.SZChina$514M-21%+6%2%n/an/an/a
Hangzhou Anysoft Information Technology 300571.SZChina$512M-45%-12%-14%n/an/an/a
TomTom TOM2.ASNetherlands$511M-23%-7%12%16.9×-10.1%+1.0%
Argo Graphics 7595.TJapan$525M-10%+5%15%14.8×-10.9%+10.5%
Boost Run BRUNUnited States$511M-68%n/a-47%n/a5.3%n/a
Sphere 347700.KSSouth Korea$525M-66%+303%3%32.1×n/an/a
Heren Health 300550.SZChina$510M+18%-4%-11%n/a43.2%-0.9%
Acast ACAST.STSweden$526M-20%+23%3%33.0×21.4%+32.5%
Wuhan KOTEI Informatics 301221.SZChina$526M-22%+11%2%39.3×n/an/a
Beijing Quanshi World Online Network Information 002995.SZChina$508M-15%-19%-13%n/a5.3%-19.1%
Bringspring Science & Technology 300290.SZChina$506M-66%-6%-13%n/an/an/a
Shanghai Golden Bridge Info Tech 603918.SSChina$530M-27%-15%-9%36.1×n/an/a
Xinjiang Sailing Information Technology 300588.SZChina$505M-25%+19%-17%n/an/an/a
NerdWallet NRDSUnited States$504M-14%+12%11%9.6×-12.6%+27.8%
Baiwang 6657.HKHong Kong$504M-13%-3%-11%37.2×n/an/a
Nexxen International NEXNUnited States$503M+15%+3%5%7.6×6.3%+11.5%
Mininglamp Technology 2718.HKHong Kong$533M-89%+9%-6%n/an/an/a

Questions

Which companies are IVU Traffic Technologies's closest peers?
The cockpit's peer set: Beijing VRV Software (300352.SZ), Tanwan (9890.HK), Hangzhou Huasu Technology (301157.SZ), Jiangxi Tianli Technology (300399.SZ), Hangzhou Anysoft Information Technology (300571.SZ), TomTom (TOM2.AS), Argo Graphics (7595.T), Boost Run (BRUN).
Is IVU Traffic Technologies expensive compared with its peers?
On forward p/e it trades at 28.8× against a peer median of 24.5×, 6th cheapest of 11 in its peer set. For today's price to make sense, revenue must grow about 7% a year for seven years (Req g). Recent delivered growth is +10%, so the hurdle is -3 pp: the price already allows for a slowdown.
How has IVU Traffic Technologies stock performed?
Over six months to 6 Nov 2026 the shares returned +39.8% against -22.7% for the median peer; over one year +34.2%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.