Added to YB: 2025-04-01
Pitch date: 2025-03-29
PSIX [bullish]
Power Solutions International, Inc.
+157.65%
current return
Author Info
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Company Info
Power Solutions International, Inc. designs, engineers, manufactures, markets, and sells engines and power systems in the United States, North America, the Pacific Rim, Europe, and internationally.
Market Cap
$1.3B
Pitch Price
$25.73
Price Target
55.00 (-13%)
Dividend
N/A
EV/EBITDA
11.96
P/E
11.08
EV/Sales
2.15
Sector
Electrical Equipment
Category
growth
AI Picks and Shovels Play at 6x EPS - Power Solutions International, Inc.
PSIX: Power segment growing >60%, 40% GM. Pivot to datacenter backup power. 25% growth in '25, EBITDA margins to 25% by '27. $55 PT (10x '26 EPS). Risks: Weichai ownership, hyperscaler spend, tariffs, debt refinancing, competition. Trades 6x '25 P/E vs peers 7.5-15.5x. FCF to reduce debt. Upside from AI power demand.
Read full article (6 min)