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Added to YB: 2025-08-01

Pitch date: 2025-07-31

AEBI [bullish]

Aebi Schmidt Holding AG

+16.97%

current return

Author Info

Company Info

Aebi Schmidt Holding AG manufactures specialty vehicles in North America, Europe, and internationally.

Market Cap

$834.0M

Pitch Price

$10.14

Price Target

N/A

Dividend

N/A

EV/EBITDA

10.30

P/E

87.42

EV/Sales

0.87

Sector

Machinery

Category

value

Show full summary:
Aebi Schmidt (AEBI) - orphaned security post reverse merger

AEBI: Recently-formed specialty vehicle player via Swiss Aebi Schmidt reverse-merger with Shyft, trading at 6.5x EBITDA vs peers 8-10x. CEO Fruithof has proven integration track record, 2.8-3.2% margin expansion at M-B/Monroe. Bull case: 10→12% margins, synergies of $20-25M, path to <1.5x leverage by FY27.

Read full article (8 min)