Added to YB: 2026-08-19
Pitch date: 2026-05-30
HWKN [bearish]
Hawkins, Inc.
Author Info
No bio for this author
Company Info
Hawkins, Inc. operates as a water treatment and specialty ingredients company in the United States. The company operates through three segments: Water Treatment, Food and Health Sciences, and Industrial Solutions.
Market Cap
$2.7B
Pitch Price
N/A
Price Target
65.00
Dividend
0.58%
EV/EBITDA
17.36
P/E
33.94
EV/Sales
2.70
Sector
Chemicals
Category
value
Hawkins, Inc. - $HWKN (short)
HWKN (short): Water chemical distributor with unsustainable post-Covid margins now compressing—EBITA margins declined sequentially 3 straight quarters. Growth is M&A-driven ($350M/3yrs), eroding ROIC. Secular water usage declines + municipal pushback. At 15x EBIT/9% op margin = $65 PT, 60% downside. Catalyst: margin pressure & earnings misses.
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