Added to YB: 2025-04-30
Pitch date: 2025-03-14
GTX [bullish]
Garrett Motion Inc.
+279.18%
current return
Author Info
No bio for this author
Company Info
Garrett Motion Inc., together with its subsidiaries, designs, manufactures, and sells engineered turbocharging and high-speed electric motor technologies for original equipment manufacturers, distributors, and industrial fields in the United States, Europe, Asia, and internationally.
Market Cap
$5.9B
Pitch Price
$8.76
Price Target
17.00 (-49%)
Dividend
1.02%
EV/EBITDA
11.10
P/E
18.34
EV/Sales
1.95
Sector
Automobile Components
Category
value
Garrett Motion Inc. - $GTX
GTX: Leading TB manufacturer at ~5x 2025 levered FCF with 2x EBITDA leverage. Duopoly position with BWA enables industry-best margins. $130M ZEV R&D spend depresses current FCF. Retired 1/3 of shares since 2022. Thesis: BEV disruption overestimated OR success in ZEV investments. Est $5 FCF/sh by 2030. PT $17 (10x 2025E vs peers).
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