Added to YB: 2025-04-30
Pitch date: 2025-03-10
MAGN [bullish]
Magnera Corporation
-21.98%
current return
Author Info
No bio for this author
Company Info
Magnera Corporation manufactures and sells non-woven and related products worldwide. The company offers a range of material solutions, including components for absorbent hygiene products, protective apparel, wipes, specialty building and construction products, and products serving the food and beverage industry.
Market Cap
$323.6M
Pitch Price
$19.02
Price Target
84.00 (+466%)
Dividend
N/A
EV/EBITDA
7.16
P/E
-1.09
EV/Sales
0.72
Sector
Paper and Forest Products
Category
value
Magnera Corporation - $MAGN
MAGN: Specialty nonwovens leader formed via Berry's HHNF unit merging with Glatfelter. Trading at discount to peers (7.6-9.6x EBITDA vs current implied ~5x). $55M synergies announced with $120M targeted, 35-40% IRR through 2027. Catalysts: index inclusion, margin recovery from COVID lows, Russia reopening. Risks: Chinese competition, industry oversupply.
Read full article (9 min)