Added to YB: 2026-07-30
Pitch date: 2026-07-24
SXI [neutral]
Standex International Corporation
-13.37%
current return
Author Info
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Company Info
Standex International Corporation manufactures and sells products and services for commercial and industrial markets in the United States and internationally.
Market Cap
$3.6B
Pitch Price
$308.05
Price Target
N/A
Dividend
0.46%
EV/EBITDA
19.42
P/E
35.73
EV/Sales
4.54
Sector
Machinery
Category
growth
Company a Day #4: Standex
SXI (overview): Diversified industrial pivoting to niche engineered component franchises (Electronics, Aerospace & Defense, Scientific, Engraving/Hydraulics). Thesis: 'low-cost criticality' — cheap parts essential to systems, high switching costs via qualification. Post-Federal sale, ~70% rev engineered. Grid/defense/medical tailwinds. Grew via Amran/Narayan, McStarlite M&A. Key risk: overpaying for niches, integration, cyclicality, customer concentration. Watch ROIC, organic growth, FCF conversion.
Read full article (22 min)