Added to YB: 2026-01-15
Pitch date: 2026-01-12
DOW [bullish]
Dow Inc.
+6.08%
current return
Author Info
No bio for this author
Company Info
Dow Inc., through its subsidiaries, provides various materials science solutions for packaging, infrastructure, mobility, and consumer applications in the United States, Canada, Europe, the Middle East, Africa, India, the Asia Pacific, and Latin America.
Market Cap
$18.8B
Pitch Price
$26.64
Price Target
38.00 (+34%)
Dividend
5.28%
EV/EBITDA
7.33
P/E
-16.39
EV/Sales
0.85
Sector
Chemicals
Category
turnaround
The Value Case Hidden Inside a Supply Glut Nobody Wants to Touch - Dow Inc.
DOW: Supply-led chemical glut since 2022 from China expansion + Middle East adds, hitting margins hard despite stable packaging demand. Trading ~$24 vs est. intrinsic $45 on $3.7B normalized owner earnings. Low-cost US ethane assets survive while Europe exits. Slow heal likely 2027-30 as closures spread beyond Europe. High margin safety at current price.
Read full article (184 min)