Added to YB: 2025-07-15
Pitch date: 2025-07-13
MODG [neutral]
Callaway Golf Company
+77.43%
current return
Author Info
Coughlin Capital is a long-term investor dedicated to uncovering quality, undervalued companies. Sharing my journey as a do-it-yourself investor with in-depth research, actionable insights, and lessons learned along the way. Sign up for the newsletter.
Company Info
Callaway Golf Company designs, manufactures, and sells golf equipment, golf and lifestyle apparel, and other accessories in the United States, Europe, Asia, and Internationally.
Market Cap
$2.7B
Pitch Price
$8.95
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.90
P/E
N/A
EV/Sales
N/A
Sector
Leisure Products
Category
value
Stocks Im Watching This Month - Topgolf Callaway Brands Corp.
MODG (watchlist): Trading at 8.4x EV/EBITDA (vs 14x historical) and 0.7x book value, Topgolf Callaway's hybrid business model is misunderstood. Topgolf shows improving traffic/spend with solid economics while traditional Callaway segment generates stable cash flow. Risks: debt load, integration challenges, discretionary spending sensitivity.
Read full article (2 min)