Added to YB: 2025-05-16
Pitch date: 2025-05-14
DOO.TO [bullish]
BRP Inc.
+107.27%
current return
Author Info
UnlearningCFA is a self-taught corporate governance analyst sharing ideas in their newsletter. Sign up for the newsletter.
Company Info
BRP Inc., together with its subsidiaries, designs, develops, manufactures, and sells powersports vehicles and marine products in the Mexico, Canada, Austria, the United States, Finland, Australia, and Germany.
Market Cap
CAD 6.6B
Pitch Price
CAD 51.12
Price Target
N/A
Dividend
0.96%
EV/EBITDA
10.40
P/E
33.15
EV/Sales
1.20
Sector
Leisure Products
Category
special_situation
Revving Up: BRP Inc. - TSX: DOO
DOO.TO: Board using political capital to exchange underwater options for RSUs - $14.4M value at $53/share. 13 insiders get ~$5.6M (~$431K each). Timing suggests mgmt sees current price as undervalued. Bain bought 11% of their stake at $92.90 in April 2024. Trading at 11x mid-cycle EBIT (~$585M) with manageable debt.
Read full article (5 min)