Professional
Added to YB: 2026-04-15
Pitch date: 2026-04-13
JELD [neutral]
JELD-WEN Holding, Inc.
-5.17%
current return
Author Info
No bio for this author
Company Info
JELD-WEN Holding, Inc. designs, manufactures, and sells wood, metal, and composite materials doors, windows, and related building products in North America and Europe.
Market Cap
$90.6M
Pitch Price
$1.16
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.67
P/E
-0.14
EV/Sales
0.41
Sector
Building Products
Category
turnaround
Miller Deep Value Strategy Portfolio Holding: JELD-WEN Holding, Inc.
JELD (holding update): North American/European door & window mfr undertaking multi-year transformation similar to Masonite's success. Hired Masonite ops exec. 10%+ NA headcount cut, Q2 price hikes to offset tariffs/inflation. Extensive asset base (real estate, distrib biz valued ~1.35x rev per Lowe's/Foundation deal) provides downside protection. $100M mkt cap vs $3B rev, <1x normalized FCF yield. Housing/R&R at trough but mgmt executing on margin expansion plan.
Read full article (1 min)