Added to YB: 2025-11-21
Pitch date: 2025-11-20
AMTM [bullish]
Amentum Holdings, Inc.
+21.9%
current return
Author Info
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Company Info
Amentum Holdings, Inc. provides engineering and technology solutions to the U.S. and allied government agencies.
Market Cap
$6.2B
Pitch Price
$24.38
Price Target
42.00 (+41%)
Dividend
N/A
EV/EBITDA
9.80
P/E
93.96
EV/Sales
N/A
Sector
Professional Services
Category
value
Show full summary:
Investment Analysis: Amentum Holdings (AMTM)
AMTM: Post-merger gov services contractor w/ $14B revenue, $44.6B backlog. Trading 10.4x forward earnings vs peers at 15-25x. DCF suggests $42 fair value (+97% upside) driven by $50-70M cost synergies, debt paydown from 3.5x to <3x leverage, margin expansion to 8%+. Bear case: integration risks.
Read full article (10 min)