Added to YB: 2026-02-13
Pitch date: 2025-11-30
SHEN [bullish]
Shenandoah Telecommunications Company
+23.69%
current return
Author Info
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Company Info
Shenandoah Telecommunications Company, together with its subsidiaries, provides broadband services and video and voice services in the United States.
Market Cap
$694.5M
Pitch Price
$10.85
Price Target
24.00 (+79%)
Dividend
0.87%
EV/EBITDA
12.36
P/E
-17.38
EV/Sales
3.72
Sector
Diversified Telecommunication Services
Category
value
Shenandoah Telecommunications Company - $SHEN
SHEN: Fiber transition 92% in duopoly mkts (vs Comcast/Cox), 550k passings by 2026 @ ~$3k/passing = >EV. Glo Fiber 60-70% incremental EBITDA margin, 40% FCF at maturity (5-7yrs). 21% penetration +2%/yr. 2028: $215M EBITDA (10.7x), $55M FCF (9% yield). FCF+ in 2027, capex drops to 20-25% vs 90%+ today. Recent ABS refi 5.69% vs 7.5%. $24 PT = 120% upside
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