Added to YB: 2026-06-04
Pitch date: 2026-06-02
MBC [neutral]
MasterBrand, Inc.
-2.63%
current return
Author Info
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Company Info
MasterBrand, Inc. engages in the manufacture and sale of residential cabinets in the United States, Canada, and Mexico.
Market Cap
$1.7B
Pitch Price
$8.73
Price Target
16.00 (+88%)
Dividend
N/A
EV/EBITDA
11.96
P/E
-538.48
EV/Sales
1.07
Sector
Building Products
Category
turnaround
Quick Value #316 - MasterBrand Inc (MBC)
MBC (watchlist): All-stock MBC/AMWD merger creates largest cabinet maker (~30% share) at housing trough. $1.77bn cap, 9.9x EBITDA (7.7x post-$90m synergies). At $8.50: 1x sales=$13 (+53%), recovery $15-16 (+80%), downside $5.30 (-38%). Risks: tariffs (5-6% sales hit), demand-side housing slump.
Read full article (5 min)