Added to YB: 2026-09-14
Pitch date: 2026-07-01
CEPL [bullish]
Capstone Energy+, Inc.
Author Info
No bio for this author
Company Info
Capstone Energy+, Inc. provides customized microgrid solutions, on-site resilient energy-as-a-service (EaaS) solutions, and on-site energy technology systems.
Market Cap
$188.4M
Pitch Price
N/A
Price Target
47.00
Dividend
N/A
EV/EBITDA
20.76
P/E
-2.14
EV/Sales
2.60
Sector
Electrical Equipment
Category
growth
Capstone Energy+ - $CEPL
CEPL: Capstone’s recapitalization funds an expansion into behind-the-meter data-center power alongside its commercial and industrial microturbine business, where 6-9-month delivery, efficiency and low emissions could unlock substantial operating leverage from underused capacity. The $47 FY’28 base-case target implies a ~5x return on $120M of NTM EBITDA at 20x. No data-center project has yet been secured; the bear cases imply 40-50% downside, warranting a small position.
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