Added to YB: 2025-12-11
Pitch date: 2025-10-15
ROCK [bullish]
Gibraltar Industries, Inc.
-23.15%
current return
Author Info
No bio for this author
Company Info
Gibraltar Industries, Inc. manufactures and provides products and services for the residential, renewable energy, agtech, and infrastructure markets in the United States and internationally.
Market Cap
$1.5B
Pitch Price
$66.12
Price Target
85.00 (+66%)
Dividend
N/A
EV/EBITDA
6.39
P/E
10.99
EV/Sales
1.02
Sector
Building Products
Category
turnaround
Gibraltar Industries, Inc. - $ROCK
ROCK: Building-products co undergoing portfolio transformation as Renewables divestiture (~$185M proceeds) refocuses on higher-margin Residential (metal roofing DTC growth) & AgTech (backlog +226% Q1, +71% Q2, CEA market growing 9% annually). 6.7x 2026E EV/EBITDA vs peers at 9-11x. Target $85 (+29%) at 9x multiple.
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