Added to YB: 2025-06-30
Pitch date: 2025-05-12
ATKR [bullish]
Atkore Inc.
-8.02%
current return
Author Info
No bio for this author
Company Info
Atkore Inc. engages in the manufacture and sale of electrical, mechanical, safety, and infrastructure products and solutions in the United States and internationally.
Market Cap
$2.2B
Pitch Price
$69.64
Price Target
N/A
Dividend
2.03%
EV/EBITDA
6.39
P/E
20.21
EV/Sales
0.97
Sector
Electrical Equipment
Category
value
Atkore Inc. - $ATKR
ATKR: Leading electrical manufacturer w/ 5-10% pricing premium vs competitors due to national distribution network. Recent 30% sales decline from COVID peak causing 50% EBITDA drop. Catalysts: PVC/steel supply normalization, tariffs helping domestic production, data center growth, BEAD Act ($40B broadband). FCF $400M (2024) to $200M (2025). 2.2% div, 50% shares repurchased. Trading at 5-10x FCF.
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