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Added to YB: 2025-08-05

Pitch date: 2024-01-24

GTX [neutral]

Garrett Motion Inc.

+117.52%

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

$3.5B

Pitch Price

$8.42

Price Target

36.00 (+97%)

Dividend

1.73%

EV/EBITDA

7.68

P/E

12.14

EV/Sales

1.34

Sector

Automobile Components

Category

value

Show full summary:
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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