Added to YB: 2025-04-22
Pitch date: 2025-03-04
CMP [bullish]
Compass Minerals International, Inc.
+205.64%
current return
Author Info
No bio for this author
Company Info
Compass Minerals International, Inc. provides essential minerals in the United States, Canada, the United Kingdom, and internationally.
Market Cap
$1.2B
Pitch Price
$9.75
Price Target
65.00 (+118%)
Dividend
N/A
EV/EBITDA
7.50
P/E
190.53
EV/Sales
1.51
Sector
Metals and Mining
Category
turnaround
Compass Minerals International, Inc. - $CMP
CMP: Stock down 85% ($71 to $11) since 2022 due to failed lithium venture & fire-retardant misadventures. Core Salt ($1B rev, 30% EBITDA potential) + Plant Nutrition biz remain strong. Exit Fortress, cut corporate costs, refocus on core = $300M EBITDA. At 10-12x multiple = $50-65/share (4-5x upside). Activist catalyst potential.
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