Verkkokauppa.com started selling computer parts online in 1992 and now has four mega stores. ‘First online then omni-channel’ is a different mindset and provides a clear competitive advantage in our view. Verkkokauppa.com grew sales at a 10% CAGR in 2015-19 in a market that grew 3%. We believe online-driven growth with a low-risk profile, net cash and sector-best dividend yield warrants a valuation above the sector median.
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