Professional
Added to YB: 2025-05-23
Pitch date: 2025-05-22
CMP [neutral]
Compass Minerals International, Inc.
-8.54%
current return
Author Info
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Company Info
Compass Minerals International, Inc., provides essential minerals in the United States, Canada, the United Kingdom, and internationally.
Market Cap
$796.3M
Pitch Price
$18.97
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.99
P/E
-6.58
EV/Sales
1.27
Sector
Metals and Mining
Category
turnaround
Position Updates - $CMP
CMP (holding update): Post-85% decline, stock surging on Q2 beat: Salt rev $433m (+39% y/y), FCF $170m from inventory reduction. 2025-27 EPS raised to $0.73, $2.35, $2.60 on better pricing/volume trends. Empty depots + 100% Goderich utilization = higher bid pricing for upcoming winter. Plant business improving w/ first y/y price increase since Q2'23.
Read full article (2 min)