Professional
Added to YB: 2025-08-18
Pitch date: 2025-07-19
CMP [neutral]
Compass Minerals International, Inc.
+17.63%
current return
Author Info
No bio for this author
Company Info
Compass Minerals International, Inc. provides essential minerals in the United States, Canada, the United Kingdom, and internationally.
Market Cap
$1.0B
Pitch Price
$20.93
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.87
P/E
58.85
EV/Sales
1.36
Sector
Metals and Mining
Category
turnaround
O'Keefe Stevens Portfolio Holding: Compass Minerals International, Inc.
CMP (holding update): New CEO Dowling refocusing on core salt/SOP business after failed lithium/fire-retardant ventures. Salt operations (83% rev) include world's largest mine at Goderich. $180M working capital release in 2025 to address $965M debt due 2027-28. Risks: weather volatility, Atlas Salt competition, regulatory changes. Recent debt refinancing eases leverage concerns.
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