Added to YB: 2026-06-01
Pitch date: 2026-05-28
ROCK [bullish]
Gibraltar Industries, Inc.
+6.2%
current return
Author Info
Company Info
Gibraltar Industries, Inc. manufactures and provides products and services for the residential, agtech, and infrastructure markets in the United States and internationally.
Market Cap
$1.2B
Pitch Price
$39.17
Price Target
100.00 (+140%)
Dividend
N/A
EV/EBITDA
13.37
P/E
18.72
EV/Sales
2.02
Sector
Building Products
Category
value
Base Hit Investing: Gibraltar Industries $ROCK
ROCK: Buffalo aluminum metal roofing mfr (80% resi), $100 PT by mid-2028 from $39.50 (~2.5x). OmniMax acq ($1.335B, 12x EBITDA, debt-funded) pressured stock, lifted leverage to 3.9x; mgmt to deleverage to 2.5x in 2yrs. FY guide $310M+ EBITDA on $1.76B sales = 3.7x P/EBITDA, 0.66x P/S vs historical 1.5x. CFO & GC insider buys ~$35. Tailwinds: rate cuts, cross-selling, solar/data-center upside. Risks: aluminum prices, rate sensitivity, neg TTM NI (acq mark-to-market). Pairs w/ CLF as hedge.
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