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Added to YB: 2024-11-05

Pitch date: 2024-11-03

NCSM [bullish]

NCS Multistage Holdings, Inc.

+122.06%

current return

Author Info

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Company Info

NCS Multistage Holdings, Inc. provides engineered products and support services for oil and natural gas well completions and construction, and field development strategies in the United States, Canada, and internationally.

Market Cap

$94.1M

Pitch Price

$19.18

Price Target

N/A

Dividend

N/A

EV/EBITDA

6.09

P/E

8.17

EV/Sales

0.56

Sector

Energy Equipment and Services

Category

value

Show full summary:
Yet another niche OFS micro-pitch - NCS Multistage Holdings, Inc.

NCSM: Post-lawsuit recovery play. $46M mkt cap, $60M EV w/ minority interest. 2024 guidance $18-20.5M adj EBITDA (minus $5M SBC). 4-5x EV/EBITDA. $6M+ net cash, $25M+ net AR. Upside potential if hitting $20M EBITDA. Risks: poor acquisitions, dilution, deferred maintenance. Wide spread, low volume.

Read full article (2 min)