Professional
Added to YB: 2024-12-16
Pitch date: 2024-12-14
MBUU [neutral]
Malibu Boats, Inc.
-30.07%
current return
Author Info
ToffCap are full-time fund managers finding undervalued opportunities and a reason why the price should (start to) move in the right direction. Sign up for their newsletter.
Company Info
Malibu Boats, Inc. designs, engineers, manufactures, markets, and sells various recreational powerboats.
Market Cap
$488.7M
Pitch Price
$42.27
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.45
P/E
25.85
EV/Sales
0.58
Sector
Leisure Products
Category
turnaround
Malibu Boats (MBUU): A Hidden Opportunity in a Cyclical Downturn
MBUU (potential turnaround): Down 20%+ YTD on poor demand, CEO exit, litigation. Strong balance sheet, $10M quarterly buybacks. Cyclical market may turn. Leaner setup positions for recovery. 9x fwd EV/EBITDA if consensus accurate. Previously sold at $30, peaked $80+. Worth re-evaluating.
Read full article (1 min)