Added to YB: 2025-06-16
Pitch date: 2025-04-27
ATMU [bullish]
Atmus Filtration Technologies Inc.
+11.67%
current return
Author Info
No bio for this author
Company Info
Atmus Filtration Technologies Inc. designs, manufactures, and sells filtration products under the Fleetguard brand in the United States and internationally.
Market Cap
$3.2B
Pitch Price
$34.09
Price Target
85.00 (+123%)
Dividend
0.52%
Sector
Machinery
Category
growth
Atmus Filtration Technologies Inc. - $ATMU
ATMU: Compounder+ post-CMI spin showing growth algo acceleration. Self-help levers: market share expansion (previously constrained), 150-200bps GM expansion via supply chain transformation, industrial filtration M&A diversification, EPA 2027 regs driving content increase. Undervalued at 12x fwd P/E vs peers 20x. 100-150% return potential 3-4yrs (30% IRR). $1bn M&A dry powder, 1.2x net debt/EBITDA.
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