Added to YB: 2025-09-04
Pitch date: 2025-07-15
WLK [bullish]
Westlake Corporation
-8.71%
current return
Author Info
No bio for this author
Company Info
Westlake Corporation manufactures and markets performance and essential materials, and housing and infrastructure products in the United States, Canada, Germany, China, Mexico, Brazil, France, Italy, and internationally.
Market Cap
$11.3B
Pitch Price
$80.66
Price Target
110.00 (+48%)
Dividend
2.39%
EV/EBITDA
10.42
P/E
-168.35
EV/Sales
1.29
Sector
Chemicals
Category
turnaround
Westlake Corporation - $WLK
WLK: Commodity chem co at 10yr low despite shale gas advantage. Chlor-alkali/PVC producer hit by China overcapacity & Ukraine war energy disruption. Trough conditions temporary - limited new capacity, Europe shutdowns likely. Mid-cycle est: $2.7B EBITDA, $9.22 EPS vs 6.5x EBITDA today. $110 price target (12x P/E). Risk: gas arb narrowing.
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