Professional
Added to YB: 2024-07-18
Pitch date: 2024-07-12
PDFS [bullish]
PDF Solutions, Inc.
-20.68%
current return
Author Info
No bio for this author
Company Info
PDF Solutions, Inc. provides proprietary software, physical intellectual property for integrated circuit designs, electrical measurement hardware tools, proven methodologies, and professional services in the United States, Japan, China, Taiwan, and internationally.
Market Cap
$992.2M
Pitch Price
$38.00
Price Target
62.00 (+106%)
Dividend
N/A
EV/EBITDA
63.68
P/E
-2.5K
EV/Sales
4.98
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Headwaters Capital New Position: PDF Solutions, Inc.
PDFS: Leading semiconductor yield/process optimization software. 20%+ rev CAGR, 75-80% GM, 25-30% OM potential. $62 PT (30x EBITDA), $72 takeout. DFI eBeam tool shows promise, $2.7B-$4.2B potential value. 10% insider ownership. Multiple tailwinds: fab complexity, nearshoring, new foundries. Scarcest asset in semi industry.
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