Professional
Added to YB: 2019-07-15
Pitch date: 2019-07-15
MCFT [bullish]
MasterCraft Boat Holdings, Inc.
-7.57%
current return
Author Info
1 Main Capital is a long-biased investment partnership that invests primarily in high-quality, attractively valued, growing businesses. Visit their fund website.
Company Info
MasterCraft Boat Holdings, Inc., through its subsidiaries, designs, manufactures, and markets recreational powerboats.
Market Cap
$302.9M
Pitch Price
$20.47
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.01
P/E
22.96
EV/Sales
0.82
Sector
Leisure Products
Category
value
1 Main Holdings top holding: MasterCraft Boat Holdings (MCFT)
MCFT: MasterCraft Boat maker trades at 5x 2020 earnings after 60% drop. Strong brands in fast-growing segments like watersports & pontoons taking share from traditional boats. Secular trends of active lifestyles & experiences driving demand. 4x EPS growth since 2015 IPO with minimal debt. More attractive than autos on growth, FCF, & risk but similar P/E.
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