Professional
Added to YB: 2025-04-17
Pitch date: 2025-04-14
JELD [neutral]
JELD-WEN Holding, Inc.
-44.62%
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
$5.11
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.93
P/E
-0.27
EV/Sales
0.44
Sector
Building Products
Category
turnaround
Miller Deep Value Select Strategy Portfolio Holding: JELD-WEN Holding, Inc.
JELD (holding update): Leading door/window manufacturer trading 73% below 52-wk high amid revenue/profit weakness. New mgmt cut $350M costs since 2023 w/ $100M/yr more expected. Significant real estate provides margin of safety. Housing downturn risk near-term, but favorable long-term demographics. Owens Corning paid 8.6x EV/EBITDA for Masonite; JELD has 25-30% incremental margins on volume recovery.
Read full article (1 min)