Added to YB: 2024-10-08
Pitch date: 2024-10-06
UG [neutral]
United-Guardian, Inc.
-57.51%
current return
Author Info
Invariant writes about all things finance. Sign up for the newsletter.
Company Info
United-Guardian, Inc. manufactures and markets cosmetic ingredients, pharmaceuticals, medical lubricants, and proprietary specialty industrial products in the United States and internationally The company offers cosmetic ingredients, including LUBRAJEL, a line of water-based gel formulation for sensory enhancement, lubrication, and texture to personal care products; LUBRAJEL NATURAL for skin moisturizing; LUBRAJEL MARINE that develops natural products using naturally derived polymers; LUBRAJEL OlL NATURAL, which makes luxuriant textures without adding viscosity; LUBRAJEL TERRA, a multifunctional, moisturizing hydrogel products; LUBRASIL II SB, a formulation of LUBRAJEL; LUBRAJEL II XD; B-122, a powdered lubricant used in the manufacture of pressed powders, eyeliners, rouges, and industrial products; and ORCHID COMPLEX, an oil-soluble base for extract of fresh orchids used in fragrance products, such as perfumes and toiletries.
Market Cap
$45.5M
Pitch Price
$14.19
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.65
P/E
14.01
EV/Sales
2.97
Sector
Personal Care Products
Category
turnaround
United-Guardian: Through Hindsight
UG (deep dive): Microcap, 80+ yr old, high margins (60% gross, 35% op, 25% net), strong FCF. Key products: LUBRAJEL (cosmetics) & Renacidin (pharma). Risks: leadership changes, supply issues, Asian competition. Recent rebound: cosmetic sales +84% H2'24, record pharma Q2. At 52-wk low, EV/EBIT 6.5x. Long-term potential but lacks clear strategy & CEO.
Read full article (6 min)