Professional
Added to YB: 2024-01-26
Pitch date: 2024-01-26
GWOX [bullish]
The Goodheart-Willcox Company, Inc.
+18.74%
current return
Author Info
Founder of Smoak Capital who shares analysis on stocks on Twitter and in his fund letter. Follow on Twitter.
Company Info
The Goodheart-Willcox Company, Inc. publishes print and digital textbooks. It also produces online courses and other instructional resources for middle school, high school, higher education, and professional training.
Market Cap
$207.4M
Pitch Price
$339.41
Price Target
760.00 (+89%)
Dividend
6.57%
EV/EBITDA
N/A
P/E
86.82
EV/Sales
N/A
Sector
Media
Category
growth
Smoak Capital holding: Goodheart-Willcox ($GWOX)
$GWOX: Undervalued educational products co. Strong digital rev growth (40% of revs, 35%+ YoY), high incremental margins driving 30%+ op margins. $85M cash (>half mkt cap), 3x EV/FCF vs 12x+ for comps. Plays digital learning shift, yet deeply mispriced.
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