Added to YB: 2026-02-10
Pitch date: 2026-02-08
MAGN [bullish]
Magnera Corporation
-5.9%
current return
Author Info
No bio for this author
Company Info
Magnera Corporation manufactures and sells non-woven and related products worldwide. It sells its products primarily into consumer-oriented end markets, such as healthcare, and personal care.
Market Cap
$532.7M
Pitch Price
$14.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.02
P/E
-3.97
EV/Sales
0.69
Sector
Paper and Forest Products
Category
turnaround
Value & Error 2025 Annual | Beaten Up Cyclicals: Magnera Corp
MAGN (new position): Global leader in non-woven materials (tea bags, wet wipes) trading at trough multiples on trough margins. COVID capacity overbuilding from Chinese producers created industrywide headwinds, but buildout cycle ending, inventories normalized. High debt adds torque as margins/multiples normalize.
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