Professional
Added to YB: 2026-04-30
Pitch date: 2026-04-28
PLOW [neutral]
Douglas Dynamics, Inc.
-2.34%
current return
Author Info
No bio for this author
Company Info
Douglas Dynamics, Inc. operates as a manufacturer and upfitter of commercial vehicle attachments and equipment in North America.
Market Cap
$1.0B
Pitch Price
$45.24
Price Target
92.00 (+104%)
Dividend
2.61%
EV/EBITDA
12.19
P/E
23.10
EV/Sales
1.91
Sector
Machinery
Category
turnaround
Plural Investing Portfolio Holding: Douglas Dynamics, Inc.
PLOW (holding update): Dominant snowplow/de-icing mfr (50%+ share) w/ dealer network moat. Trading 18x trailing FCF but under-earning from 2 worst winters since 1980s. Mid-cycle FCF at 12x. Strong 2025/26 winter driving pent-up demand; dealer interviews show sellouts. Est EBIT +32% vs consensus. Intrinsic value ~2x current in 3yrs. Catalysts: Q2+ orders post-winter, earnings normalization.
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