Added to YB: 2026-07-15
Pitch date: 2026-07-12
ELMT [bullish]
The Elmet Group Co.
-7.59%
current return
Author Info
No bio for this author
Company Info
The Elmet Group Co. manufactures and sells precision-engineered components and high-energy systems for the aerospace, defense and government, industrial, medical, semiconductor and electronics, and energy industries.
Market Cap
$439.8M
Pitch Price
$15.81
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.56
P/E
75.67
EV/Sales
2.36
Sector
Machinery
Category
growth
Elmet Group ($ELMT): A Profitable Critical Materials Company Trading Below Its Strategic Value
ELMT: Tungsten/moly parts for defense, chips, medical. Q1 rev $56M (+20.7% YoY), adj EBITDA $9.2M (16.4% margin). Record $113.3M backlog pre-moly restrictions. Post-IPO $76M net cash. At $15.95, $478M cap, 2.3x sales, 14x EV/EBITDA, 30x adj EPS. Mgmt targets 30% margins in 5yrs. Risks: 1 public qtr, material weaknesses, customer concentration, dilution.
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