Added to YB: 2025-07-15
Pitch date: 2025-07-12
AEP.V [bullish]
Atlas Engineered Products Ltd.
-37.63%
current return
Author Info
The Wallaby Report explores off-the-beaten-path public equities every Tuesday and Thursday. Sign up for the newsletter.
Company Info
Atlas Engineered Products Ltd. designs, manufactures, and sells engineered roof trusses, floor trusses, and wall panels in Canada.
Market Cap
CAD 41.4M
Pitch Price
CAD 0.93
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.40
P/E
-74.00
EV/Sales
0.96
Sector
Paper and Forest Products
Category
growth
Buy-Side Brief: Atlas Engineered Products Ltd. (AEP.V)
AEP.V: Canadian building products consolidator trades at 9x EBITDA vs peers' 10-12x despite 137% EBITDA growth in Q1'25. Automation set to double output, cut labor 50% with 2yr payback. TAM expanding via wall panels/engineered wood (+42%/30% YOY). 9 acquisitions since 2017 at ~3x EBITDA, low debt (1.4x).
Read full article (3 min)