Added to YB: 2025-05-27
Pitch date: 2025-04-08
ZBRA [bullish]
Zebra Technologies Corporation
+24.53%
current return
Author Info
No bio for this author
Company Info
Zebra Technologies Corporation, together with its subsidiaries, provides enterprise asset intelligence solutions in the automatic identification and data capture solutions industry worldwide.
Market Cap
$13.4B
Pitch Price
$213.02
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.26
P/E
26.64
EV/Sales
2.80
Sector
Electronic Equipment, Instruments and Components
Category
turnaround
Zebra Technologies Corporation - $ZBRA
ZBRA: Global leader in AIDC with 50% market share & 10k partners. Cyclical but resilient (recession recovery catalyst). Transitioning to higher-margin software/services (25% recurring rev). Recent 40% stock drop attractive at 23x P/E. Targets 5-7% organic growth, expanding margins. BB+ balance sheet deleveraging from 1.5x net debt/EBITDA. $17.16 FCF/share @ 4% growth = $263 fair value.
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