Professional
Added to YB: 2026-04-02
Pitch date: 2026-03-31
XPEL [bullish]
XPEL, Inc.
+0.25%
current return
Author Info
Alta Fox Capital Management is an alternative asset management firm based in Fort Worth, Texas, thaat occaionally shares stock pitches. Follow on Twitter.
Company Info
XPEL, Inc. manufactures, installs, sells, and distributes protective films, coatings and related services.
Market Cap
$1.2B
Pitch Price
$44.60
Price Target
84.00 (+90%)
Dividend
N/A
EV/EBITDA
13.68
P/E
23.92
EV/Sales
2.52
Sector
Automobile Components
Category
value
XPEL Inc: XPEL US -Dominant compounder in niche oligopoly at an attractive price, Management targeting ~40% EPS CAGR through FY28
XPEL: Dominant PPF player w/ software moat & brand premium. CEO Pape targets 26% EBIT margin by FY28 (vs 13% FY25) via vertical integration post-investment cycle. HSD+ rev growth, gross margin 42%→52-54%, driving ~40% EPS CAGR FY25-28. Trades 18x PE vs 30x avg. Base case: 100% upside; bull: 250% upside at 75% IRR. Dealer surveys show 16% PPF growth, XPEL gaining share. M&A target for PPG/coatings giants.
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