Added to YB: 2025-04-04
Pitch date: 2025-04-02
GIL [bullish]
Gildan Activewear Inc.
+40%
current return
Author Info
UnlearningCFA is a self-taught corporate governance analyst sharing ideas in their newsletter. Sign up for the newsletter.
Company Info
Gildan Activewear Inc. manufactures and sells various apparel products. The company provides various activewear products, including T-shirts, fleece tops and bottoms, sports shirts, polos, and tank tops under Gildan, Gildan Performance, Gildan Hammer, Gildan Softstyle, Gildan Heavy Cotton, Gildan Ultra Cotton, Gildan DryBlend, Gildan HeavyBlend, Comfort Colors, American Apparel, and Champion brands.
Market Cap
CAD 8.7B
Pitch Price
CAD 43.23
Price Target
100.00 (+65%)
Dividend
1.54%
EV/EBITDA
12.00
P/E
18.75
EV/Sales
3.10
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
Made in Canada (not really) - Gildan Activewear Inc.
GIL: New CEO incentive plan targets $75-$100 stock by 2028/29. Browning proxy est. 6% rev CAGR, 22.4% op margin, 113M shares. F2024: $3 EPS, 21.3% margin, 2.3% growth. Currently $45, 15x P/E, 1.9x Net Debt/EBITDA. Risks: Optimistic growth, tariff uncertainty. Catalysts: Buybacks, Bangladesh plant, aligned management.
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