Professional
Added to YB: 2025-09-08
Pitch date: 2025-08-31
MCFT [bullish]
MasterCraft Boat Holdings, Inc.
+15.99%
current return
Author Info
No bio for this author
Company Info
MasterCraft Boat Holdings, Inc., through its subsidiaries, designs, manufactures, and markets recreational powerboats.
Market Cap
$585.0M
Pitch Price
$21.76
Price Target
N/A
Dividend
N/A
EV/EBITDA
24.25
P/E
36.43
EV/Sales
1.68
Sector
Leisure Products
Category
turnaround
Main Capital Re-Initiated Position On: MasterCraft Boat Holdings, Inc.
MCFT (re-initiated position): Leading water ski/wakeboard boat mfr w/ loyal customers & strong brands. Currently selling ~2k boats vs 3k retail demand due to dealer destocking nearly complete. Production 50% below 5yr avg, 60% below FY22 peak. Still profitable despite cycle. Mid-cycle EPS $3.50+ target. Net cash + buybacks driving higher EPS. Cyclical bottom timing play.
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