Added to YB: 2025-09-05
Pitch date: 2025-07-18
CTRI [bullish]
Centuri Holdings, Inc.
-1.82%
current return
Author Info
No bio for this author
Company Info
Centuri Holdings, Inc. operates as a utility infrastructure services company in North America. The company operates through four segments: U.
Market Cap
$1.8B
Pitch Price
$20.93
Price Target
30.00 (+46%)
Dividend
N/A
Sector
Construction and Engineering
Category
value
Centuri Holdings, Inc. - $CTRI
CTRI: Utility infrastructure services co led by new growth-focused CEO Chris Brown. 1Q record $1.2B bookings, 2.2x book-to-bill, $4.5B backlog. Trades 10.5x 2025e EBITDA vs peers 14x despite lower-risk MSA revenue model. Bull case: high single/low double digit revenue growth, margin improvement to $300M 2026 EBITDA. At 12x = $30 price target, 50% upside.
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