Added to YB: 2026-05-01
Pitch date: 2026-04-30
GPGI [bullish]
GPGI, Inc.
Author Info
Company Info
GPGI, Inc., together with its subsidiaries, provides sustainable injection molding solutions worldwide.
Market Cap
$4.4B
Pitch Price
N/A
Price Target
28.00 (+81%)
Dividend
0.07%
EV/EBITDA
36.40
P/E
-12.23
EV/Sales
71.00
Sector
Technology Hardware, Storage and Peripherals
Category
value
GPGI, Inc. - $GPGI
GPGI: Cote-led industrial roll-up, owns CompoSecure (36% EBITDA margin metal cards) + Husky (40-60% PET systems share, 65% aftermarket rev). 2026E: $2.2B rev, $635M EBITDA (29% margin), $350M FCF. Trading 9.7x 2026 EBITDA vs 11.2x Husky acquisition. 3.5x leverage targeting 3x by YE26. Risk: complex dual structure w/ RHLD collecting 2.5% EBITDA fee may split alignment. Cote sees 500-1000bps margin upside long-term.
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