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Added to YB: 2025-12-05

Pitch date: 2025-10-05

WALD [bullish]

Waldencast plc

-1.07%

current return

Author Info

No bio for this author

Company Info

Waldencast plc operates in the beauty and wellness industry in the United States, Canada, Europe, the Middle East, India, Australia, and New Zealand.

Market Cap

$264.6M

Pitch Price

$1.87

Price Target

7.00 (+278%)

Dividend

N/A

EV/EBITDA

-591.33

P/E

-1.31

EV/Sales

1.82

Sector

Personal Care Products

Category

special_situation

Show full summary:
Waldencast plc - $WALD

WALD: Exploring strategic alternatives after 'busted' SPAC trades 1.25-1.5x sales vs comparable beauty brand deals at 3-5x+ sales. Owns growing Milk Makeup & Obagi brands w/ $275M 2024 rev, 65-70% gross margins. Sale at low-end comps = ~4x stock price. Risks: SEC investigation, delinquent filings, tariffs.

Read full article (7 min)