Added to YB: 2026-08-31
Pitch date: 2026-08-27
OMSE [bullish]
OMS Energy Technologies Inc.
+2.43%
current return
Author Info
Under the Hood is a private investor (ex-NYSE, Bridgewater, Alliance Bernstein) writing about stocks. Sign up for their newsletter.
Company Info
OMS Energy Technologies Inc., through its subsidiaries, manufactures and sells specialty connectors and pipes, surface wellhead and Christmas trees, premium threading services, and other ancillary services in Saudi Arabia, Singapore, Malaysia, Thailand, Indonesia, Cayman Island, and internationally.
Market Cap
$190.2M
Pitch Price
$4.52
Price Target
8.30 (+82%)
Dividend
N/A
EV/EBITDA
1.27
P/E
5.84
EV/Sales
0.33
Sector
Energy Equipment and Services
Category
value
Profitable, Debt-Free, Priced to Die. - OMS Energy Technologies Inc.
OMSE: OMS Energy’s $190M market cap is backed by $154M of net cash, leaving its debt-free operating business valued at roughly 1x FY26 EBIT despite positive annual operating cash flow. An $8.3-per-share SOTP implies 85-90% upside, with Aramco stabilization and geographic diversification as catalysts. The key risk is whether a 61.8%-controlling CEO with no acquisition track record preserves the cash rather than pursuing reckless or conflicted M&A.
Read full article (7 min)