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Added to YB: 2025-03-28

Pitch date: 2025-03-26

CNRD [bullish]

Conrad Industries, Inc.

+119.28%

current return

Author Info

No bio for this author

Company Info

Conrad Industries, Inc. engages in the construction, conversion, and repair of various steel and aluminum marine vessels in the United States.

Market Cap

$180.3M

Pitch Price

$11.80

Price Target

36.71 (+42%)

Dividend

N/A

EV/EBITDA

N/A

P/E

8.33

EV/Sales

N/A

Sector

Machinery

Category

value

Show full summary:
Conrad Industries, Inc. - $CNRD

CNRD: $60M mkt cap, $26M EV, 2.9x FY24E EBIT. Entering major barge replacement cycle w/ all-time high backlog. Potential to surpass prior peak EBIT ($30M+). Protected by Jones Act. Aging fleet (20.5-22.1 yrs avg) driving demand. Risks: steel prices, labor costs, replacement delays, tariffs.

Read full article (7 min)