Professional
Added to YB: 2025-08-05
Pitch date: 2024-01-24
GTX [neutral]
Garrett Motion Inc.
+127.96%
current return
Author Info
No bio for this author
Company Info
Garrett Motion Inc., together with its subsidiaries, designs, manufactures, and sells turbocharging, air and fluid compression, and high-speed electric motor technologies for original equipment manufacturers and distributors in the United States, Europe, Asia, and internationally.
Market Cap
$4.1B
Pitch Price
$8.46
Price Target
36.00 (+87%)
Dividend
1.51%
EV/EBITDA
8.72
P/E
13.51
EV/Sales
1.54
Sector
Automobile Components
Category
value
McIntyre Partnerships Portfolio Holding: Garrett Motion Inc.
GTX (holding update): Trading at ~5x 2024 FCF with 50% going to buybacks. BEV slowdown benefits ICE/hybrid powertrains (60% of EBITDA). Downside: If BEV growth reaccelerates, EBITDA flat by 2027, $1.2B FCF, stock flat. Upside: If BEV deceleration continues, 25% EBITDA growth, $3 EPS, $36 PT (4x current).
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