Added to YB: 2025-07-04
Pitch date: 2025-07-02
NWL [bullish]
Newell Brands Inc.
-36.83%
current return
Author Info
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Company Info
Newell Brands Inc. engages in the design, manufacture, sourcing, and distribution of consumer and commercial products worldwide.
Market Cap
$1.7B
Pitch Price
$5.67
Price Target
20.00 (+459%)
Dividend
6.86%
EV/EBITDA
7.43
P/E
-6.09
EV/Sales
1.01
Sector
Household Durables
Category
turnaround
Show full summary:
Newell Brands $NWL, Probably a 4x within a couple of years.
NWL: Turnaround underway - cutting 80% SKUs, 25 brands driving margin expansion from 28.3% to 34.4% despite revenue decline. EBITDA +25% YoY. Only 10% US products from China (was 35%). Algorithms misreading strategic SKU cuts as weakness. Bull case: $20 PT (1.0x P/S) by 2027 when housing market unfreezes at 5.5% mortgages.
Read full article (4 min)