Added to YB: 2025-10-22
Pitch date: 2025-09-02
ODP [bullish]
The ODP Corporation
+37.86%
current return
Author Info
No bio for this author
Company Info
The ODP Corporation provides business products, services and supplies, and digital workplace technology solutions to small, medium, and enterprise-level businesses in the United States, Puerto Rico, the U.
Market Cap
$839.4M
Pitch Price
$20.31
Price Target
33.00 (+18%)
Dividend
N/A
EV/EBITDA
2.23
P/E
168.61
EV/Sales
0.22
Sector
Specialty Retail
Category
special_situation
The ODP Corporation - $ODP
ODP: Exploring sale w/ JPMorgan, PE interest. CEO 9yrs underperformed despite FCF generation. Sycamore/Staples has $3.4-6B upside potential from $1B+ synergies vs ~$200-400M current equity. Pro-business antitrust shift vs 2021. Downside $15-20, upside $25-38+ on acquisition bids or sum-of-parts.
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