Professional
Added to YB: 2024-07-16
Pitch date: 2024-07-15
WPK.TO [bullish]
Winpak Ltd.
+9.65%
current return
Author Info
Upslope Capital is an alternative investment management firm based in Colorado. They manage a global long/short public equity investment strategy. Follow on Twitter/X.
Company Info
Winpak Ltd. manufactures and distributes packaging materials and related packaging machines in the United States, Canada, and Mexico.
Market Cap
CAD 1.9B
Pitch Price
CAD 40.52
Price Target
N/A
Dividend
0.45%
EV/EBITDA
6.15
P/E
13.43
EV/Sales
1.29
Sector
Containers and Packaging
Category
value
Upslope Capital Management New Position: Winpak Ltd.
WPK.TO: Packaging manufacturer, 79% US sales. Undervalued at 13x NTM EPS, 8% FCFF yield. 2.3x net cash vs industry's 2-6x net debt. 54% owned by complementary biz. Earnings stabilizing post-investments. 6.5% float buyback announced. Risks: plastic packaging headwinds, FX, majority shareholder, limited transparency.
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