Added to YB: 2024-10-24
Pitch date: 2024-10-22
HWKN [bearish]
Hawkins, Inc.
-23.11%
current return
Author Info
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Company Info
Hawkins, Inc. operates as a water treatment and specialty ingredients company in the United States. The company operates through three segments: Water Treatment, Industrial, and Health and Nutrition.
Market Cap
$3.2B
Pitch Price
$121.44
Price Target
97.00 (-35%)
Dividend
0.50%
EV/EBITDA
20.25
P/E
38.73
EV/Sales
3.26
Sector
Chemicals
Category
value
Deep Dive: Hawkins (HWKN)
HWKN short: Resilient distributor, smart capital allocation, strong in water treatment. 120%+ LTM gain. Cyclicality may turn unfavorable. DCF suggests 25-30% downside. Hsg% 5-yr net income growth + 1% yield doesn't justify 30x+ forward P/E. Target $97, 27.2% downside.
Read full article (14 min)