Added to YB: 2026-05-14
Pitch date: 2026-05-12
POWL [neutral]
Powell Industries, Inc.
Author Info
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Company Info
Powell Industries, Inc., together with its subsidiaries, designs, develops, manufactures, sells, and services custom-engineered equipment and systems.
Market Cap
$11.0B
Pitch Price
N/A
Price Target
580.00 (+88%)
Dividend
0.12%
EV/EBITDA
44.25
P/E
58.72
EV/Sales
9.20
Sector
Electrical Equipment
Category
growth
Powell (POWL) Update: Holding the +1,103% Unicorn at Fair Value
POWL (holding update): +1,103% since $26.78 entry. Q2 rev $297M (+6% YoY) missed, but orders surged +97% to $490M; post-Q $400M+ NeoCloud order (largest ever, 22% of backlog). 4 thesis pillars confirmed: data centre 6-7% of $1.8B backlog, utility +14% YoY, LNG solid, $545M cash/zero debt. Refreshed DCF target $329 vs $322 price (2% discount). Holding at fair value; first to trim when clearer setup emerges.
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