Added to YB: 2025-07-28
Pitch date: 2025-07-23
MCCK [neutral]
Mestek, Inc.
+13.33%
current return
Author Info
Pound the Rock Investing, written by Adam Wilk, the founder and CIO of Greystone Capital Management, will serve as an ongoing discussion about business, investing and things I find interesting. Sign up for the newsletter.
Company Info
Mestek, Inc., together with its subsidiaries, manufactures and sells heating, ventilating, and air conditioning products and equipment; and metal forming equipment in the United States and internationally.
Market Cap
$377.2M
Pitch Price
$45.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
31.95
EV/Sales
N/A
Sector
Household Durables
Category
value
More Interesting Ideas for 2025 - Mestek, Inc.
MCCK (quick overview): Niche HVAC manufacturer with 45 decentralized businesses. Went dark in 2005, 2% CAGR past decade. $280M cash/investments ($37/share) vs $315M market cap ($43/share), with $200M in commodities trading. Massive safety margin but no catalysts or growth. Reed family still runs conservatively.
Read full article (2 min)