Professional
Added to YB: 2024-09-20
Pitch date: 2024-08-05
TPB [bullish]
Turning Point Brands, Inc.
+214.7%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Turning Point Brands, Inc., together with its subsidiaries, manufactures, markets, and distributes branded consumer products in the United States and Canada.
Market Cap
$2.0B
Pitch Price
$35.23
Price Target
90.00 (-19%)
Dividend
0.29%
EV/EBITDA
18.08
P/E
173.10
EV/Sales
4.73
Sector
Tobacco
Category
growth
Show full summary:
Maran Capital Management Portfolio Holding: Turning Point Brands, Inc.
TPB ($650M cap): Core Zig-Zag/Stokers driving mid-single digit EBITDA growth. $100M EBITDA, $50-60M FCF (high single-digit yield). New FRE nicotine pouch could hit $100M-250M rev in growing $2.5B+ market. $75-90/share PT by 2027 ($5 FCF/share at 15-18x). Risks: execution, M&A distraction.
Read full article (3 min)