Added to YB: 2025-05-30
Pitch date: 2025-05-29
TRS [bullish]
TriMas Corporation
+39.37%
current return
Author Info
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Company Info
TriMas Corporation engages in the design, development, manufacture, and sale of products for consumer products, aerospace, and industrial markets worldwide.
Market Cap
$1.5B
Pitch Price
$26.47
Price Target
38.00 (+3%)
Dividend
0.44%
EV/EBITDA
13.46
P/E
40.33
EV/Sales
2.01
Sector
Containers and Packaging
Category
special_situation
Show full summary:
Event #1 - Trimas (TRS)
TRS: Two-segment firm (packaging & aerospace) with 37-44% upside to $36-38/share via SOTP. Largest shareholder Sedaghat aggressively buying (now ~5%). Multiple activists involved. CEO/CFO departed, Barington pushing for sale. Undervalued at 11x 2025E EBITDA ($162-167M). Similar to Barnes takeout.
Read full article (10 min)