Added to YB: 2026-01-20
Pitch date: 2026-01-17
VVX [bullish]
V2X, Inc.
Author Info
No bio for this author
Company Info
V2X, Inc. provides critical mission solutions and support services to defense customers worldwide. It offers a suite of integrated solutions across the operations and logistics, aerospace, training, and technology markets to national security, defense, civilian, and international clients.
Market Cap
$2.1B
Pitch Price
N/A
Price Target
126.00 (+85%)
Dividend
N/A
EV/EBITDA
7.09
P/E
27.10
EV/Sales
0.70
Sector
Aerospace and Defense
Category
value
V2X: The Undervalued Arctic & Missile Defense Powerhouse
VVX (new position): Defense contractor trading 0.45x P/S despite $4.4B revenue. Runs critical Greenland base as Arctic becomes key theater; operates COBRA DANE/KING missile defense radars; won $151B SHIELD contract seat for sensor integration; holds $12B base modernization contract. Debt falling to 2.6x leverage. Arctic moat + Golden Dome backbone for 50¢/$1 revenue.
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