Added to YB: 2025-08-04
Pitch date: 2025-06-13
FIP [bullish]
FTAI Infrastructure Inc.
-20.08%
current return
Author Info
No bio for this author
Company Info
FTAI Infrastructure Inc. engages in the acquiring, developing, and operating assets and businesses that represent infrastructure for customers in the transportation, energy, and industrial products industries in North America.
Market Cap
$481.5M
Pitch Price
$6.42
Price Target
18.00 (+251%)
Dividend
2.90%
EV/EBITDA
31.34
P/E
-1.77
EV/Sales
11.69
Sector
Ground Transportation
Category
value
FTAI Infrastructure Inc. - $FIP
FIP: Infrastructure conglomerate w/ 4 segments worth 2-3x current price. Q1 EBITDA $141M set to triple via Long Ridge consolidation (+$48M), Repauno project start, Transtar contracts & Long Ridge capacity payments. SOTP valuation $9-18/share vs $6.40 now. Catalysts: US Steel/Nippon merger, datacenter deals, FERC approval, potential asset sales. Risk: high leverage (9x).
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