Added to YB: 2025-11-18
Pitch date: 2025-11-14
MCCK [neutral]
Mestek, Inc.
+0.99%
current return
Author Info
Halvio Capital is an investment firm that seeks to compound capital at high rates of return while taking limited risk of capital impairment through separately managed accounts. The firm’s goal is to outperform the broader indices over a long time frame. Sign up for the newsletter.
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
$50.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
31.95
EV/Sales
N/A
Sector
Household Durables
Category
value
Mestek Inc. Earnings Thoughts
MCCK (earnings): HVAC co trading at 75% book value, EV $47.6M vs $35M FCF (1x EV/FCF). Cash+investments exceed market cap. Commodity portfolio now generates more income than core operations ($78M vs operating income). 10% sales growth, stable profitable business. Risk: commodity trading black box, potential investment company classification.
Read full article (3 min)