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Added to YB: 2024-12-23

Pitch date: 2024-12-21

SKYH [bullish]

Sky Harbour Group Corporation

-26.98%

current return

Author Info

Sophon Capital Management is a solo analyst with experience both on the buyside (at a Tiger Grand Cub, long/short hedge fund) and on the sell-side (covering Internet at a Wall Street investment bank) who is scouring the public markets for compounding machines and hidden assets. Sign up for the newsletter.

Company Info

Sky Harbour Group Corporation operates as an aviation infrastructure development company in the United States.

Market Cap

$324.6M

Pitch Price

$13.16

Price Target

N/A

Dividend

N/A

EV/EBITDA

-78.11

P/E

-24.20

EV/Sales

28.76

Sector

Transportation Infrastructure

Category

growth

Show full summary:
Brief dive into $SKYH

SKYH: Building nationwide private jet hangar network. 15% unlevered ROIC. 95%+ occupancy at 3 campuses, 11 in development. Targeting 50+ airfields. Long-term leases immune to fuel price fluctuations. First-mover advantage with 5-year lead on competitors. 20%+ NOI yield expected for next 6 locations.

Read full article (3 min)