Added to YB: 2024-12-13
Pitch date: 2024-12-12
JBI [bullish]
Janus International Group, Inc.
-12.13%
current return
Author Info
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Company Info
Janus International Group, Inc. manufacturers and supplies turn-key self-storage, commercial, and industrial building solutions in North America and internationally.
Market Cap
$839.9M
Pitch Price
$7.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.44
P/E
18.03
EV/Sales
1.43
Sector
Building Products
Category
turnaround
Janus International Group, Inc. - $JBI
JBI: Market leader in self-storage solutions, 51% off highs. Strong ROIC (14%), pricing power, low capex. Weak Q2/Q3 due to project delays. R3 opportunity in aging facilities. Smart entry system Noke promising. Int'l growth potential. Flimsy balance sheet. 6x EV/EBITDA, 10x P/E vs peers 17x/29x. 7% FCF yield. Upside from growth resumption & multiple re-rating.
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