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Added to YB: 2025-08-06

Pitch date: 2025-08-01

CNRD [neutral]

Conrad Industries, Inc.

+38%

current return

Author Info

No bio for this author

Company Info

Conrad Industries, Inc. engages in the construction, conversion, and repair of various steel and aluminum marine vessels in the United States.

Market Cap

$180.3M

Pitch Price

$18.75

Price Target

N/A

Dividend

N/A

EV/EBITDA

N/A

P/E

8.33

EV/Sales

N/A

Sector

Machinery

Category

value

Show full summary:
Phenom Capital | 2025 1H Portfolio Review - Conrad Industries, Inc.

CNRD trimmed position: Conrad Industries up >40% YTD but still cheap after killer Q1. Original discovery at ~$7/share was best setup ever seen. Thesis tracking well despite 50% steel tariffs. Still growth potential in earnings. Trimmed only due to portfolio allocation size.

Read full article (1 min)