Added to YB: 2025-07-01
Pitch date: 2025-06-27
BURCA [bullish]
Burnham Holdings, Inc.
+4.07%
current return
Author Info
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Company Info
Burnham Holdings, Inc. designs, manufactures, and sells boilers and related heating, ventilation, and air conditioning products and accessories for residential, commercial, and industrial applications in the United States, Canada, and Mexico.
Market Cap
$96.7M
Pitch Price
$24.12
Price Target
40.00 (+59%)
Dividend
3.83%
EV/EBITDA
4.88
P/E
9.13
EV/Sales
0.43
Sector
Building Products
Category
growth
Top 30 Rational Formula Stocks 6/27/25 - Burnham Holdings, Inc.
BURCA: HVAC provider with 33% US residential boiler market share. 80-85% from replacements, benefiting from shortening cycles (16.4 vs 20 years). TTM: $279M rev (+11.8%), 24.4% margin, $12M net income. Sold non-core units for $27.6M. Trades 9.4x P/E, 4.7-5.2x EV/EBITDA. Target $40/share. Risks: electrification shift, housing weakness.
Read full article (7 min)