Added to YB: 2025-04-30
Pitch date: 2025-03-14
GTX [bullish]
Garrett Motion Inc.
+201.9%
current return
Author Info
No bio for this author
Company Info
Garrett Motion Inc. designs, manufactures, and sells turbocharging, air and fluid compression, and high-speed electric motor technologies to original equipment manufacturers and independent aftermarket distributors in the mobility and industrial fields.
Market Cap
$5.2B
Pitch Price
$8.74
Price Target
17.00 (-37%)
Dividend
1.15%
EV/EBITDA
9.56
P/E
15.37
EV/Sales
1.72
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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