Professional
Added to YB: 2025-09-10
Pitch date: 2025-09-08
MCCK [bullish]
Mestek, Inc.
+9.68%
current return
Author Info
Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life
Company Info
Mestek, Inc., together with its subsidiaries, manufactures and sells heating, ventilating, and air conditioning products and equipment; and metal forming equipment in the United States and internationally.
Market Cap
$377.2M
Pitch Price
$46.50
Price Target
85.00 (+67%)
Dividend
N/A
EV/EBITDA
N/A
P/E
31.95
EV/Sales
N/A
Sector
Household Durables
Category
value
Idea Brunch with Anthony Fruci of Halvio Capital - Mestek, Inc.
MCCK: OTC HVAC manufacturer w/ 45 specialty cos, $400M rev, $34M op earnings. CEO owns 75% & trades platinum futures generating $189M commodity gains past decade. $340M mkt cap vs $327M cash/investments = $90M EV at 2.6x EBIT. Comp Elgen sold 7x EBITDA suggests $85 target, 85% upside.
Read full article (2 min)