Added to YB: 2025-08-29
Pitch date: 2025-07-09
MTW [bearish]
The Manitowoc Company, Inc.
+2.2%
current return
Author Info
No bio for this author
Company Info
The Manitowoc Company, Inc., together with its subsidiaries, provides engineered lifting solutions in the Americas, Europe, Africa, the Middle East, the Asia Pacific, and internationally.
Market Cap
$394.4M
Pitch Price
$13.17
Price Target
7.00 (-46%)
Dividend
N/A
EV/EBITDA
6.87
P/E
7.05
EV/Sales
0.43
Sector
Machinery
Category
special_situation
The Manitowoc Company, Inc. - $MTW
MTW short: Levered crane mfg faces 400bps margin hit from 50% steel tariffs ($105M cost drag) vs limited pricing power in competitive market. Backlog down 18% YoY, BBB renewable cuts hurt crawler demand. Channel overstocked, 3.4x net debt/EBITDA. Street models 18-19% gross margins at historical highs despite headwinds. Target $7 (5.5x 2025 EBITDA).
Read full article (6 min)