Professional
Added to YB: 2025-06-18
Pitch date: 2025-06-16
MUEL [bullish]
Paul Mueller Company
+43.67%
current return
Author Info
Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life
Company Info
Paul Mueller Company, together with its subsidiaries, provides manufactured equipment and components in the United States, North America, the Netherlands, Europe, and internationally.
Market Cap
$415.7M
Pitch Price
$305.56
Price Target
1.0K (+128%)
Dividend
0.27%
EV/EBITDA
7.87
P/E
12.81
EV/Sales
1.45
Sector
Machinery
Category
growth
Idea Brunch with Maj Soueidan of GeoInvesting - Paul Mueller Company
MUEL: Formerly average w/ idle cash, now up 560% since mid-2023 after shift to growth strategy. Earnings strong, asset sales, pension closure, tenders, capacity expansion. P/E expanded 4x to 10x, vs comps at 15x+. Record backlog. Potential $1,000 target. Author bought at $50, gained $250.
Read full article (1 min)