Professional
Added to YB: 2025-08-05
Pitch date: 2024-01-24
GTX [neutral]
Garrett Motion Inc.
+294.43%
current return
Author Info
No bio for this author
Company Info
Garrett Motion Inc., together with its subsidiaries, designs, manufactures, and sells engineered turbocharging and high-speed electric motor technologies for original equipment manufacturers, distributors, and industrial fields in the United States, Europe, Asia, and internationally.
Market Cap
$5.9B
Pitch Price
$8.42
Price Target
36.00 (+8%)
Dividend
1.02%
EV/EBITDA
11.10
P/E
18.34
EV/Sales
1.95
Sector
Automobile Components
Category
value
McIntyre Partnerships Portfolio Holding: Garrett Motion Inc.
GTX (holding update): Trading at ~5x 2024 FCF with 50% going to buybacks. BEV slowdown benefits ICE/hybrid powertrains (60% of EBITDA). Downside: If BEV growth reaccelerates, EBITDA flat by 2027, $1.2B FCF, stock flat. Upside: If BEV deceleration continues, 25% EBITDA growth, $3 EPS, $36 PT (4x current).
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