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Added to YB: 2024-11-04

Pitch date: 2024-10-30

REVG [bullish]

REV Group, Inc.

-0.72%

current return

Author Info

Alta Fox Capital Management is an alternative asset management firm based in Fort Worth, Texas, thaat occaionally shares stock pitches Follow on Twitter.

Company Info

REV Group, Inc., together with its subsidiaries, designs, manufactures, and distributes specialty vehicles, and related aftermarket parts and services in the United States, Canada, and internationally.

Market Cap

$1.4B

Pitch Price

$26.54

Price Target

N/A

Dividend

0.76%

Sector

Machinery

Category

value

Alta Fox Capital Management Portfolio Holding: REV Group, Inc.

REVG: F&A outperformance, RV underperformance improves earnings quality. Q3 beat, upgraded guidance, yet stock crashed 30% on revenue miss. Normalized EBITDA $300M+ vs $200M consensus. 0.5x net debt/EBITDA. Potential share buybacks could boost EPS to $5+. Trading at ~5x normalized EPS, undervalued for high-quality industrial small cap.

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