Added to YB: 2025-07-31
Pitch date: 2025-06-11
LINE [bullish]
Lineage, Inc.
-7.84%
current return
Author Info
No bio for this author
Company Info
Lineage, Inc. is the world’s largest global temperature-controlled warehouse REIT with a network of over 485 strategically located facilities totaling approximately 88 million square feet and approximately 3.
Market Cap
$8.0B
Pitch Price
$42.32
Price Target
90.00 (+131%)
Dividend
6.01%
EV/EBITDA
13.69
P/E
-44.17
EV/Sales
3.20
Sector
Industrial REITs
Category
growth
Lineage, Inc. - $LINE
LINE: Down 40% from IPO, largest cold storage REIT trades at 12x 2025 FCF on trough earnings. Bull case: 1) Abating supply risks improve utilization 2) LinOS tech yields 10%+ labor productivity 3) M&A potential with 33% NA market share. $70-90 PT (60-100% upside) by 2026, 5% yield while waiting. Minimal downside risk.
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