Added to YB: 2026-07-02
Pitch date: 2026-06-08
CPS [bullish]
Cooper-Standard Holdings Inc.
-11.38%
current return
Author Info
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Company Info
Cooper-Standard Holdings Inc., through its subsidiary, manufactures sealing systems and fluid handling systems in the North America, Europe, the Asia Pacific, and the South America.
Market Cap
$480.3M
Pitch Price
$29.80
Price Target
48.00 (+82%)
Dividend
N/A
EV/EBITDA
6.53
P/E
-12.43
EV/Sales
0.58
Sector
Automobile Components
Category
turnaround
This $29 stock should earn $10-15 per share in 3 years: Cooper Standard
CPS: Global #1 sealing/#2 fluid handling auto supplier post-turnaround. Mgmt cut costs, added inflation indexing, refinanced to 2031. At $29, EPS could hit $8 on NA volume mean-reversion (17.8m SAAR) alone, $10-15+ by 2030 w/ 90% booked CPV growth (EV/hybrid mix). ~27% IRR base case at 9.6x P/E. Risks: cyclicality, ~$1.1bn debt @9.25%, Ford/GM/F-150 concentration.
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