Added to YB: 2025-11-20
Pitch date: 2025-11-19
ASIX [bullish]
AdvanSix Inc.
+11.57%
current return
Author Info
Dismissed & Asset Backed has their heads stuck in 10Ks and 10Qs of 'old world' businesses trading below tangible book value. Sign up for the newsletter.
Company Info
AdvanSix Inc. engages in the manufacture and sale of polymer resins in the United States and internationally.
Market Cap
$387.4M
Pitch Price
$14.61
Price Target
46.00 (+182%)
Dividend
4.44%
EV/EBITDA
4.14
P/E
7.51
EV/Sales
0.52
Sector
Chemicals
Category
value
Chemical Cannibal Trading at an ATL of P/TB 0.48x, Potential M&A Target and Positioned for Operational Rebound - AdvanSix
ASIX: Dismissed at 0.48x P/TB, trades below replacement cost of $1.1-3.0bn specialized chemical plants. Cyclical trough with EBIT $20m vs $200m peak. CAPEX normalizing, operational disruptions resolving. Bid target potential - M&A comps suggest $46/share (219% upside). FCF turnaround expected 2026.
Read full article (8 min)