Professional
Added to YB: 2024-12-19
Pitch date: 2024-11-26
PHIN [bullish]
PHINIA Inc.
-26.51%
current return
Author Info
Voss Capital is a hedge fund looking for value-oriented special situations. Sign up for the newsletter.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
PHINIA Inc. engages in the development, design, and manufacture of integrated components and systems.
Market Cap
$1.7B
Pitch Price
$55.53
Price Target
79.00 (+94%)
Dividend
2.64%
Sector
Automobile Components
Category
value
Show full summary:
Voss Capital New Portfolio Holding: PHINIA Inc.
PHIN: Auto parts supplier, 2 segments: Fuel Systems (OEM) & Aftermarket. Bullish on ICE vs EV. GDI tech, 12% mkt share. Competitors withdrawing. Supply chain consolidation. Chinese OEM growth. Aftermarket biz undervalued. 11% share reduction. PT $79 (2x) by 2025. 6x FS, 9x AM EBITDA.
Read full article (6 min)