Added to YB: 2026-06-25
Pitch date: 2026-06-23
HLLY [bullish]
Holley Inc.
Author Info
JRJ Capital Management is investing in and writing about US small caps that don't get much attention. Sign up for the newsletter.
Company Info
Holley Inc. designs, manufactures, and distributes automotive aftermarket products to car and truck enthusiasts in the United States, Canada, and Europe.
Market Cap
$292.5M
Pitch Price
N/A
Price Target
6.00
Dividend
N/A
EV/EBITDA
7.24
P/E
12.29
EV/Sales
1.39
Sector
Automobile Components
Category
turnaround
$HLLY - Holley Performance Brands
HLLY: Aftermarket performance auto parts platform recovering under CEO Stevenson since 2023. 2025 core rev +6.6%, EBITDA $124M, 20.2% margin, FCF $34M, leverage down to 3.75x. Stock near trough on temp weather/pull-forward/divestiture issues. Trades 6.2x EBITDA, 5.1x FCFE. PT $6 by 2028 (8x EBITDA, precedent deals ~9.5x) = 50%+ IRR. CEO PSUs vest up to $15. Risks: discretionary demand, M&A integration.
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