Added to YB: 2024-08-12
Pitch date: 2024-08-10
ATKR [bullish]
Atkore Inc.
-31.08%
current return
Author Info
Value Investing Blueprint shares value investing lessons, tools, and stock ideas. Sign up for the newsletter.
Company Info
Atkore Inc. engages in the manufacture and sale of electrical, mechanical, safety, and infrastructure products and solutions in the United States and internationally.
Market Cap
$2.2B
Pitch Price
$92.94
Price Target
258.20 (+303%)
Dividend
2.03%
EV/EBITDA
6.39
P/E
20.21
EV/Sales
0.97
Sector
Electrical Equipment
Category
growth
Atkore ($ATKR) | A Construction Supply Company with Fantastic Capital Allocation
ATKR: Electrical & safety infra mfr, 9% 10yr rev CAGR, 19.5% ROIC, 51.7% ROE. Cyclical industry, 3% growth forecast. 10.4% FCF margin, strong cash gen. $300M cash, debt reduced. 6% annual buybacks. Proj 7% rev growth to $4.33B, 15% FCF margin by 2029. $258 PT, 22% CAGR. Risks: construction slowdown, price pressure.
Read full article (6 min)