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Added to YB: 2025-02-03

Pitch date: 2024-12-18

AMTM [bullish]

Amentum Holdings, Inc.

+46.19%

current return

Author Info

No bio for this author

Company Info

Amentum Holdings, Inc. provides engineering and technology solutions to the U.S. and allied government agencies.

Market Cap

$6.2B

Pitch Price

$20.33

Price Target

N/A

Dividend

N/A

EV/EBITDA

9.80

P/E

93.96

EV/Sales

N/A

Sector

Professional Services

Category

turnaround

Show full summary:
Amentum Holdings, Inc. - $AMTM

AMTM: 2nd largest gov contractor, $47B+ backlog, 80% US gov revenue. 2025E: $14B rev, $1.1B EBITDA, $500M FCF, $2-2.20 EPS. Trades 10x P/E, 8.5x EBITDA vs peers. 4x leveraged, plan to <3x by 2026. Margins improving from 7.6% to 9%+. S&P500 inclusion. Down 40% on DOGE fears, but low-risk, capital-light, diversified. Potential share taker post-DOGE.

Read full article (5 min)