Added to YB: 2025-07-22
Pitch date: 2025-06-03
ASIX [bullish]
AdvanSix Inc.
+6.13%
current return
Author Info
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Company Info
AdvanSix Inc., integrated chemistry company, engages in the manufacture and sale of polymer resins in the United States and internationally.
Market Cap
$527.0M
Pitch Price
$23.21
Price Target
48.00 (+95%)
Dividend
3.26%
EV/EBITDA
4.50
P/E
10.89
EV/Sales
0.58
Sector
Chemicals
Category
turnaround
AdvanSix Inc. - $ASIX
ASIX: Lowest-cost global nylon/caprolactam producer at cyclical trough. Mid-cycle EBITDA up from $200M to $250-300M due to structural improvements in acetone (anti-dumping duties) and ammonium sulfate (granular conversion). 5x EBITDA = $39-48/share vs $24 now. Vertical integration = profitable even in troughs. Supply tightening signs emerging.
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