Professional
Added to YB: 2026-01-26
Pitch date: 2026-01-21
HUN [bullish]
Huntsman Corporation
+4.88%
current return
Author Info
White Falcon Capital is a value-investing fund that aspires to buy and hold a collection of wonderful publicly listed businesses run by aligned and like-minded managers and owners. Follow on Twitter/X.
Company Info
Huntsman Corporation manufactures and sells diversified organic chemical products worldwide. The company operates in three segments: Polyurethanes, Performance Products, and Advanced Materials.
Market Cap
$2.1B
Pitch Price
$12.10
Price Target
35.00 (+176%)
Dividend
2.89%
EV/EBITDA
10.78
P/E
-6.67
EV/Sales
0.74
Sector
Chemicals
Category
turnaround
White Falcon Capital Management Portfolio Holding: Huntsman Corporation
HUN (new position): Specialty chemicals co trading 11x 2026E EBITDA despite cyclical trough. MDI supply glut pressuring margins but BASF capacity absorbed 1H26, then positive setup from no new adds + EU closures + construction recovery. $100M cost cuts ($80M achieved), dividend slashed 65%. Bull case: $700M normalized EBITDA at 10x = $35 price target.
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