Added to YB: 2025-11-24
Pitch date: 2025-11-21
ENTG [bullish]
Entegris, Inc.
+57.18%
current return
Author Info
No bio for this author
Company Info
Entegris, Inc. provides advanced materials and process solutions for the semiconductor and other high-technology industries in North America, Taiwan, South Korea, Japan, China, Europe, and Southeast Asia.
Market Cap
$17.8B
Pitch Price
$73.60
Price Target
82.00 (-29%)
Dividend
0.34%
EV/EBITDA
23.83
P/E
75.70
EV/Sales
6.66
Sector
Semiconductors and Semiconductor Equipment
Category
value
Entegris, Inc. (ENTG): An Exhaustive Investment Analysis of Strategic Transformation, Financial Performance, and Future Outlook (2020–2025)
ENTG: Critical semiconductor materials supplier at cyclical trough. CMC Materials acquisition ($5.7B) transformed scale but added leverage (3.5x debt/EBITDA, targeting <3.0x). Record Q3 OCF despite flat revenue; margins compressed to 43.5% gross/21.1% adjusted operating vs 47%/30% targets. FCF inflection coming as $325M CapEx peaks 2025, debt paydown accelerates. AI/HBM demand emerging. DCF: $82 target (+10-15% upside), 13.6% 5yr IRR. BUY on quality franchise at fair price.
Read full article (13 min)