Added to YB: 2025-04-11
Pitch date: 2025-02-23
NPKI [bullish]
NPK International Inc.
+132.07%
current return
Author Info
No bio for this author
Company Info
NPK International Inc., a temporary worksite access solutions company, manufactures, sells, and rents recyclable composite matting products in the United States and United Kingdom.
Market Cap
$1.3B
Pitch Price
$6.58
Price Target
8.20 (-46%)
Dividend
N/A
EV/EBITDA
16.30
P/E
37.16
EV/Sales
4.63
Sector
Trading Companies and Distributors
Category
growth
NPK International Inc. - $NPKI
NPKI: Composite mat leader trading at 9x 2025E EBITDA. Strong margins, FCF, oligopoly market. Taking share from timber mats. Utility/industrial focus, aging power lines drive growth. 17.7% base IRR. Catalysts: Q4 beat, margin expansion, potential takeout. Risks: patent loss, O&G decline.
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