Added to YB: 2026-07-24
Pitch date: 2026-07-22
GHM [bearish]
Graham Corporation
-0.49%
current return
Author Info
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Company Info
Graham Corporation designs and manufactures fluid, power, heat transfer, and vacuum technologies for chemical and petrochemical processing, defense, space, petroleum refining, cryogenic, and energy industries.
Market Cap
$1.3B
Pitch Price
$104.99
Price Target
N/A
Dividend
N/A
EV/EBITDA
50.57
P/E
96.63
EV/Sales
5.23
Sector
Machinery
Category
value
Show full summary:
Short: Graham Corporation
GHM (short): Valuation short at 100x earnings for low-margin industrial. Defense/space/nuclear tailwinds priced in but mgmt's own 2029 target is only 8-10% rev growth & 15% EBITDA margins—implying doubling current margins. Even so, trades ~45x 2029 earnings. Numbers don't justify multiple.
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