Added to YB: 2025-11-05
Pitch date: 2025-11-03
MAGN [bullish]
Magnera Corporation
+45.41%
current return
Author Info
No bio for this author
Company Info
Magnera Corporation manufactures and sells non-woven and related products worldwide. It sells its products primarily into consumer-oriented end markets, such as healthcare, and personal care.
Market Cap
$448.2M
Pitch Price
$8.61
Price Target
40.00 (+227%)
Dividend
N/A
EV/EBITDA
6.56
P/E
-4.06
EV/Sales
0.64
Sector
Paper and Forest Products
Category
turnaround
New Position: Magnera Corp
MAGN: Global nonwoven materials leader trading 5.4x EV/EBITDA vs 6-9x historical range. Margins at trough 7% vs normalized 10-12% by 2028 as supply/demand rebalances. $55M synergies from Glatfelter-Berry merger. High 7.5x net leverage but termed out to 2029/2031. Fair value $40/share (2028) vs $9 current price. Risks: Chinese competition, cost pass-through.
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