Added to YB: 2024-12-13
Pitch date: 2024-12-12
DRX.TO [bullish]
ADF Group Inc.
-13.85%
current return
Author Info
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Company Info
ADF Group Inc. engages in the design and engineering of connections including industrial coatings in Canada and the United States.
Market Cap
CAD 231.9M
Pitch Price
CAD 9.55
Price Target
N/A
Dividend
0.48%
EV/EBITDA
3.91
P/E
6.83
EV/Sales
0.84
Sector
Metals and Mining
Category
value
ADF Group (DRX.TO): Long-Term Growth Potential at a Bargain Valuation
DRX.TO: Mgmt bullish on call. 3x EBITDA, strong margins. Foregoing $150M USD projects to protect profits. 1yr backlog, negotiating new deals. Market fears overblown. 40% insider ownership limits float. $600M max capacity, not $1B. Buying opportunity amid irrational selloff.
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