Added to YB: 2024-06-11
Pitch date: 2024-06-10
LFUS [bullish]
Littelfuse, Inc.
+41.8%
current return
Author Info
Capital Incentives works in research at Verity and writes deep dives on stocks. Sign up for the newsletter.
Company Info
Littelfuse, Inc. designs, manufactures, and sells electronic components, modules, and subassemblies. It operates through three segments: Electronics, Transportation, and Industrial.
Market Cap
$9.3B
Pitch Price
$244.39
Price Target
313.00 (-10%)
Dividend
0.81%
EV/EBITDA
18.61
P/E
-128.14
EV/Sales
4.03
Sector
Electronic Equipment, Instruments and Components
Category
growth
Littelfuse, Inc. - $LFUS
$LFUS: Global leader in circuit protection. Diverse end markets, M&A-driven growth. Revenue +12% CAGR since '16 (4% organic). EBIT margin 15%+ but cyclical. Invests 23% OCF in CapEx, 72% on M&A. CEO since '17. Electrification & electronification tailwinds. Product recall risk. DCF ~26% upside to $313 PT.
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