Research from Atrium Research, Atrium Research Corporation

Atrium Research

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis.

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Research from Atrium Research

Atrium Research Corporation

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis. 

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Equity Bottom-Up

<ul>
<li>Organto reported great Q1 financials, with revenue coming in at $25.6M (+88% YoY) vs. our estimate of $24.0M and gross profit of $1.8M compared to our estimate of $1.7M.</li>
<li>Gross margin came in at 7.1% (vs. our expected 7.0%), impacted by customer mix, onboarding costs for new customers, and the ongoing conflict in the Middle East; many of these costs should reverse.</li>
<li>• EBITDA was positive for the quarter, coming in at $0.1M.</li>
</ul>


Organto reported great Q1 financials, with revenue coming in at $25.6M (+88% YoY) vs. our estimate of $24.0M and gross profit of $1.8M compared to our estimate of $1.7M.
Gross margin came in at 7.1% (vs. our expected 7.0%), impacted by customer mix, onboarding costs for new customers, and the ongoing conflict in the Middle East; many of these costs should reverse.
• EBITDA was positive for the quarter, coming in at $0.1M.


OGO: Revenue Up 88% YoY and Achieved Positive EBITDA

Organto Foods

OGO: Revenue Up 88% YoY and Achieved Positive EBITDA