Added to YB: 2026-01-22
Pitch date: 2026-01-20
KBR [neutral]
KBR, Inc.
-1.89%
current return
Author Info
Value Don't Lie is a value investor who focuses on small cap and special situations Sign up for the newsletter.
Company Info
KBR, Inc. provides scientific, technology, and engineering solutions to governments and commercial customers worldwide.
Market Cap
$5.2B
Pitch Price
$43.86
Price Target
70.00 (+63%)
Dividend
1.60%
EV/EBITDA
6.34
P/E
13.01
EV/Sales
0.94
Sector
Professional Services
Category
special_situation
Quick Value #301 - KBR Inc (KBR)
KBR (watchlist): Down 26% YTD on TRANSCOM contract loss. Spinning govt contractor MTS (H2'26) from higher-margin STS business. Trades 12x P/E vs peers 16-17x. STS has 20%+ EBITDA margins, double-digit growth in ammonia/energy markets. Sum-of-parts: $57/share vs $45 today (+30% upside).
Read full article (4 min)