Par Technology Is Our Top Pick

  • The company is a curious combination of businesses: one that sells defense stuff mostly to the government, the other two sell POS hardware and software to restaurants.
  • It’s the POS SaaS software platform Brink that is the jewel, and new management coming in has recognized that, changing things for the better.
  • Brink has multiple growth paths, new logos, rising ARR, additional capabilities, and an ecosystem of third party solutions,.
  • One by one, the new management is removing the barriers that limited Brink’s growth and kept its valuation multiples considerably lower than its competitors.

Source: Par Technology Is Our Top Pick – PAR Technology Corporation (NYSE:PAR) | Seeking Alpha