Professional
Added to YB: 2025-01-20
Pitch date: 2025-01-14
QUAD [bullish]
Quad/Graphics, Inc.
-16.84%
current return
Author Info
No bio for this author
Company Info
Quad/Graphics, Inc. provides marketing solutions in North America, Mexico, Central America, the Caribbean, Europe, the Middle East, Africa, South America, and Asia.
Market Cap
$263.3M
Pitch Price
$6.52
Price Target
N/A
Dividend
5.96%
Sector
Commercial Services and Supplies
Category
growth
Miller Deep Value Select Strategy Portfolio Holding: Quad/Graphics, Inc.
QUAD: +54% after analyst meeting. Transforming to marketing experience co. with new capabilities, proprietary data stack (3B+ attributes, 92% US households). Google partnership for AI segmentation. Expanding in retail media networks ($100B+ by 2027). Media Integrated Solutions offsetting print decline. Trading at 4x 2025 EV/EBITDA vs peers 6.8-8.5x. 40%+ FCF yield. Recession & transformation risks.
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