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[BLOG] ToffCap

Added to YB: 2023-06-01

Pitch date: 2023-06-01

DRX.TO [bullish]

ADF Group Inc.

+191.82%

current return

Author Info

ToffCap are full-time fund managers finding undervalued opportunities and a reason why the price should (start to) move in the right direction. Sign up for their newsletter.

Company Info

ADF Group Inc. engages in the design and engineering of connections including industrial coatings in Canada and the United States.

Market Cap

CAD 231.9M

Pitch Price

CAD 2.82

Price Target

8.68 (+5%)

Dividend

0.48%

EV/EBITDA

3.91

P/E

6.83

EV/Sales

0.84

Sector

Metals and Mining

Category

growth

Show full summary:
ADF Group

DRX: ADF Group trades at multi-year highs but still has multi-bagger potential. Steel superstructure specialist, investing in automation to boost margins & capacity. Record $377M backlog (55% fabrication hours), conservative $50M EBITDA potential = 3x upside. Mkt active w/ infrastructure spending, growth visibility for 3-5yrs.

Read full article (5 min)