Added to YB: 2024-11-08
Pitch date: 2024-10-21
ENTG [bullish]
Entegris, Inc.
-10.1%
current return
Author Info
No bio for this author
Company Info
Entegris, Inc. provides advanced materials and process solutions for the semiconductor and other high-technology industries in North America, Taiwan, South Korea, Japan, China, Europe, and Southeast Asia.
Market Cap
$11.2B
Pitch Price
$102.94
Price Target
N/A
Dividend
0.54%
EV/EBITDA
15.70
P/E
38.83
EV/Sales
4.56
Sector
Semiconductors and Semiconductor Equipment
Category
value
The London Company Mid Cap Strategy Portfolio Holding: Entegris, Inc.
ENTG: Lagged in Q3 due to slow trailing edge recovery, wafer starts, and capex. Cautious outlook for 2023, but advanced tech solutions and wafer content gains promise faster 2024 recovery. Diversified semi-materials player with high barriers, limited competition, and high switching costs.
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