Added to YB: 2025-12-05
Pitch date: 2025-10-05
JBI [bullish]
Janus International Group, Inc.
-32.1%
current return
Author Info
No bio for this author
Company Info
Janus International Group, Inc. manufacturers and supplies turn-key self-storage, commercial, and industrial building solutions in North America and internationally.
Market Cap
$839.9M
Pitch Price
$10.03
Price Target
17.00 (+150%)
Dividend
N/A
EV/EBITDA
7.44
P/E
18.03
EV/Sales
1.43
Sector
Building Products
Category
value
Janus International Group, Inc. - $JBI
JBI: Leading self-storage solutions provider (80% institutional share) at <9x trough EBITDA, 9-10% FCF yield. LTM EBITDA down 40-45% from peak but showing signs of bottoming with improving self-storage KPIs, housing turnover at 40yr lows, rate cuts ahead. 20%+ margins, capital light, strong cash generation. International growth +50% YoY. Upside to high-teens on 10x multiple.
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