Added to YB: 2025-09-09
Pitch date: 2025-09-07
TGEN [bearish]
Tecogen Inc.
+17.28%
current return
Author Info
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Company Info
Tecogen Inc., together with its subsidiaries, designs, manufactures, markets, and maintains cogeneration products for multi-family residential, commercial, recreational, and industrial use in the United States.
Market Cap
$195.8M
Pitch Price
$7.06
Price Target
N/A
Dividend
N/A
EV/EBITDA
-50.03
P/E
-31.22
EV/Sales
6.58
Sector
Building Products
Category
N/A
Tecogen: Chill(ers Are) Out
TGEN short: Despite 4.5x YTD gains on AI datacenter hype, product-market fit is weak. Hyperscalers standardized on all-electric liquid cooling + 'chiller-less' designs operating at higher temps (18-32°C vs TGEN's 6-12°C specs). On-site power generation negates grid relief value prop. No datacenter sales history, non-AHRI certified. Vertiv partnership provides optionality but employees await industry confirmation. Trading at 8x EV/Sales vs peers at 3-6x. High speculation, downside-skewed risk/reward.
Read full article (6 min)