Professional
Added to YB: 2025-07-24
Pitch date: 2025-06-30
GNRC [bullish]
Generac Holdings Inc.
+38.91%
current return
Author Info
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Company Info
Generac Holdings Inc. designs, manufactures, and distributes energy technology products and solutions worldwide.
Market Cap
$11.5B
Pitch Price
$140.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
24.40
P/E
72.61
EV/Sales
2.97
Sector
Electrical Equipment
Category
growth
Ariel Investments Focus Fund New Position: Generac Holdings Inc.
GNRC (new position): Leading global power generation equipment manufacturer with 80% North American residential market share. Strong distribution network, product portfolio, and brand creates wide moat. Opportunity from increasing awareness due to weather/infrastructure outages driving growth, margins, FCF. Entry on tariff/consumer concerns.
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