Added to YB: 2025-06-03
Pitch date: 2025-05-31
EAF [bullish]
GrafTech International Ltd.
+54.64%
current return
Author Info
No bio for this author
Company Info
GrafTech International Ltd. research, develops, manufactures, and sells graphite and carbon-based solutions worldwide.
Market Cap
$328.9M
Pitch Price
$11.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
381.97
P/E
-1.61
EV/Sales
2.38
Sector
Electrical Equipment
Category
turnaround
GrafTech's Turnaround Potential
EAF: Graphite electrode manufacturer positioned to rebound as pricing cycle bottoms. Directors & competitors buying. Benefits from US steel production shift requiring arc furnaces that only EAF supplies. Vertically integrated with needle coke ops, lowest-cost producer. Leveraged balance sheet offers significant upside at current low valuation.
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