Added to YB: 2025-03-14
Pitch date: 2025-03-12
AMTM [bullish]
Amentum Holdings, Inc.
-2.19%
current return
Author Info
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Company Info
Amentum Holdings, Inc. provides engineering and technology solutions to the U.S. and allied government agencies.
Market Cap
$4.1B
Pitch Price
$18.27
Price Target
N/A
Dividend
N/A
Sector
Professional Services
Category
value
Show full summary:
Amentum (AMTM) - Well telegraphed secondary sale provides a dislocation opportunity
AMTM: Recent spinoff from Jacobs trading at $17, down from $30. Cheapest in peer group at <10x FY25 FCF. 4x leveraged, but FCF to reduce. CEO bought $2M shares. Diversified defense/space contracts, 7.8% EBITDA margin. BofA secondary offering at $16.50 creating pressure. Potential catalyst as deleveraging could boost equity value 50%.
Read full article (3 min)