Added to YB: 2025-07-15
Pitch date: 2025-07-11
PLAB [bullish]
Photronics, Inc.
+90.71%
current return
Author Info
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Company Info
Photronics, Inc., together with its subsidiaries, engages in the manufacture and sale of photomask products and services in the United States, Taiwan, China, Korea, Europe, and internationally.
Market Cap
$1.5B
Pitch Price
$19.27
Price Target
29.00 (-20%)
Dividend
N/A
EV/EBITDA
4.73
P/E
11.27
EV/Sales
N/A
Sector
Semiconductors and Semiconductor Equipment
Category
value
Photronics Valuation
PLAB: Photolithography mask producer trading at low FCF multiple with $850M revenue base. 31.4% 5yr avg gross margin, 20.2% est. operating margin yields $128.9M NOPAT. Fair value ~$29/share vs current ~$20.35, offering 42% upside. Recent revenue dip likely cyclical within growth trend.
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