Added to YB: 2025-09-08
Pitch date: 2025-09-05
XPEL [neutral]
XPEL, Inc.
+41.48%
current return
Author Info
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Company Info
XPEL, Inc. manufactures, installs, sells, and distributes protective films, coatings and related services.
Market Cap
$1.1B
Pitch Price
$35.70
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.18
P/E
23.80
EV/Sales
2.33
Sector
Automobile Components
Category
growth
Xpel Q2: Sales & Earnings Beat and New Products Launch
XPEL (earnings update): Q2 beat revenue bull case but Q3 guidance $117-119M below $121M consensus. Strong $49.6M cash, no debt enables M&A (China/Brazil distributors). Launched 16-color PPF Sept 2025 to compete w/ vinyl wraps at higher margins. Tesla integrated XPEL referrals into website, validating moat vs OEM competition.
Read full article (6 min)