Professional
Added to YB: 2024-10-15
Pitch date: 2024-10-10
QUAD [bullish]
Quad/Graphics, Inc.
+26.56%
current return
Author Info
No bio for this author
Company Info
Quad/Graphics, Inc. provides marketing solutions in North America, Mexico, Central America, the Caribbean, Europe, the Middle East, Africa, South America, and Asia.
Market Cap
$263.3M
Pitch Price
$5.07
Price Target
N/A
Dividend
5.96%
EV/EBITDA
2.82
P/E
-4.70
EV/Sales
0.26
Sector
Commercial Services and Supplies
Category
turnaround
Miller Deep Value Select Strategy Portfolio Holding: Quad/Graphics, Inc.
QUAD: Print co transforming to marketing experience firm. Weak volumes offset by high-margin services. $175M FCF next 6Q. <3x 2025 EV/EBITDA vs peer 6.8x. 13M sq ft real estate asset. 4 properties for sale to cut debt. 11% buyback since 2022, 4% dividend. Upside potential multiples of current price. Risk: deep recession impact on print volumes.
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