Added to YB: 2026-06-09
Pitch date: 2026-06-05
CMP [neutral]
Compass Minerals International, Inc.
-1.03%
current return
Author Info
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Company Info
Compass Minerals International, Inc. provides essential minerals in the United States, Canada, the United Kingdom, and internationally.
Market Cap
$1.2B
Pitch Price
$30.12
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.50
P/E
190.53
EV/Sales
1.51
Sector
Metals and Mining
Category
turnaround
$CMP: the salt deleveraging story with a free lithium option
CMP (overview): Salt & SOP operator deleveraging fast—net leverage 2.7x from 4.6x YoY, retired 2027 notes. ~$1.4B cap at $32. Q2 FY26 rev $453M (-8% soft winter) but adj EBITDA +3% to $86M, 19.1% margin, swung to $12.7M NI. EnergyX MOU funds ~$400M lithium DLE plant on Ogden land—free option. Risk: warm winters reset salt, lithium unproven (MOU≠plant). Pay for salt turnaround, lithium=lottery. Next print 7/30/26.
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