Added to YB: 2025-04-01
Pitch date: 2025-03-31
TH [neutral]
Target Hospitality Corp.
+29.85%
current return
Author Info
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Company Info
Target Hospitality Corp. operates as a specialty rental and hospitality services company in North America.
Market Cap
$650.8M
Pitch Price
$6.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.36
P/E
9.36
EV/Sales
1.73
Sector
Hotels, Restaurants and Leisure
Category
value
Monday Delight: 31/03/25 - Target Hospitality Corp.
TH (quick overview): Remote workforce housing co. w/ $380M rev (2025E), 4.5yr contracts. 35% EBITDA margin, $420M FCF (4.5yrs), 70%+ of mkt cap. ROIC >20%. Low valuation (P/E 6.8, EV/EBIT 4.4, EV/FCF 5.5) + quality revenue from govt & O&G contracts. $610M mkt cap, $592M EV.
Read full article (1 min)