Added to YB: 2026-01-27
Pitch date: 2026-01-24
BURCA [bullish]
Burnham Holdings, Inc.
+3.36%
current return
Author Info
No bio for this author
Company Info
Burnham Holdings, Inc. designs, manufactures, and sells boilers and related heating, ventilation, and air conditioning products and accessories for residential, commercial, and industrial applications in the United States, Canada, and Mexico.
Market Cap
$99.2M
Pitch Price
$24.67
Price Target
N/A
Dividend
3.73%
EV/EBITDA
4.65
P/E
11.55
EV/Sales
0.40
Sector
Building Products
Category
value
The Illiquid Edge | Portfolio Positions Heading in to 2026 - The Goodheart - Burnham Holdings, Inc.
BURCA: Trades 10% normalized FCF yield on $120M market cap w/ $10M net cash + $60M land/building value. Sold underperforming div, invested in high-efficiency boiler line. Headcount +33%, factory +25% = significant FCF growth ahead. Mgmt removed asbestos/pension liabilities. Housing upcycle exposure, PE target.
Read full article (1 min)