Added to YB: 2025-06-26
Pitch date: 2025-05-10
SGI [bullish]
Somnigroup International Inc.
+47.36%
current return
Author Info
No bio for this author
Company Info
Somnigroup International Inc., together with its subsidiaries, designs, manufactures, distributes, and retails bedding products in the United States and internationally.
Market Cap
$13.8B
Pitch Price
$63.62
Price Target
121.00 (+29%)
Dividend
0.91%
EV/EBITDA
20.35
P/E
44.18
EV/Sales
3.86
Sector
Household Durables
Category
growth
Somnigroup International Inc. - $SGI
SGI: Merger creates dominant mattress industry leader (42%+ share) with vertically integrated retail (2,200 stores). Trough-on-trough setup in mattress market (23% below 2019). $335M potential synergies vs $100M guided. $121 PT (19% IRR) based on 20x P/E on $5.30 EPS by 2029. CEO Scott Thompson has proven track record. Risks: delayed recovery, execution, leverage (3.5x).
Read full article (19 min)