Added to YB: 2025-05-14
Pitch date: 2025-05-09
WNC [bullish]
Wabash National Corporation
+7.5%
current return
Author Info
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Company Info
Wabash National Corporation manufactures engineered solutions and services for transportation, logistics and infrastructure industry in the United States.
Market Cap
$307.1M
Pitch Price
$9.21
Price Target
30.00 (+208%)
Dividend
4.22%
EV/EBITDA
1.54
P/E
1.23
EV/Sales
0.41
Sector
Machinery
Category
turnaround
Trailer Cycle Troughs While Investors Panic - Wabash National Corporation
WNC: 70% down since 2023, but backlog up to 9 months. Manufacturer evolving beyond trailers with DuraPlate panels, EcoNex materials, TaaS model. ROCE averaged 13% (2016-2023), share count -5% annually. If FCF returns to $200M peak with 6x multiple = 243% upside (51% CAGR over 3 years).
Read full article (2 min)