Added to YB: 2025-04-14
Pitch date: 2025-02-24
JELD [bearish]
JELD-WEN Holding, Inc.
+51.37%
current return
Author Info
No bio for this author
Company Info
JELD-WEN Holding, Inc. designs, manufactures, and sells wood, metal, and composite materials doors, windows, and related building products in North America and Europe.
Market Cap
$174.3M
Pitch Price
$5.82
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.93
P/E
-0.27
EV/Sales
0.44
Sector
Building Products
Category
turnaround
JELD-WEN Holding, Inc. - $JELD
JELD short: Sub-scale window/door maker with lowest margins (7.2% EBITDA). Lost Menard's contract, divested plant at 3x EBITDA. EBITDA expectations shrinking pre-2027 $400M maturity. Risks: 2025 refinance, PE interest, R&R rebound. Catalyst: 2027 maturity, poor FCF (-$135M on $240M EBITDA in FY25). 2032 bonds widening.
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