Professional
Added to YB: 2025-08-18
Pitch date: 2025-07-21
JELD [neutral]
JELD-WEN Holding, Inc.
-33.57%
current return
Author Info
No bio for this author
Company Info
JELD-WEN Holding, Inc. designs, manufactures, and sells wood, metal, and composite materials doors, windows, and related building products in North America and Europe.
Market Cap
$174.3M
Pitch Price
$4.26
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.93
P/E
-0.27
EV/Sales
0.44
Sector
Building Products
Category
turnaround
Miller Deep Value Strategy Portfolio Holding: JELD-WEN Holding, Inc.
JELD (holding update): Multi-year transformation plan shows $350M fixed cost reductions, potential non-core asset sales. Similar to Masonite plan (margins 20%+ pre-sale at 8.6x EV/EBITDA). Risk: deeper housing trough. $500M unused credit + $100M cash. Double-digit normalized margins with 50%+ FCF yield signals significant upside potential.
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