Added to YB: 2024-12-30
Pitch date: 2024-12-12
GIL [bullish]
Gildan Activewear Inc.
+25.7%
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
Gildan Activewear Inc. manufactures and sells various apparel products. The company provides various activewear products, including T-shirts, fleece tops and bottoms, sports shirts, polos, and tank tops under Gildan, Gildan Performance, Gildan Hammer, Gildan Softstyle, Gildan Heavy Cotton, Gildan Ultra Cotton, Gildan DryBlend, Gildan HeavyBlend, Comfort Colors, American Apparel, and Champion brands.
Market Cap
CAD 8.7B
Pitch Price
CAD 48.15
Price Target
108.00 (+78%)
Dividend
1.54%
EV/EBITDA
12.00
P/E
18.75
EV/Sales
3.10
Sector
Textiles, Apparel and Luxury Goods
Category
growth
Brief Dive into $GIL
GIL: Leading wholesale blank apparel mfr, 80% NA mkt share. 11,807% return since '98 IPO, 15% rev CAGR. 17-22% ROIC at 10x NTM EBITDA. $90-108 PT by FY28 ($6 EPS). Activist Browning West targets $3.8B shareholder return. Opps: fashion basics, fleece, private label. Risks: competition, macro headwinds.
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