Added to YB: 2026-02-12
Pitch date: 2026-02-11
RAL [neutral]
Ralliant Corporation
+0.5%
current return
Author Info
No bio for this author
Company Info
Ralliant Corporation engages in the design, development, manufacture, sale, and service of precision instruments and engineered products in the United States, China, Western Europe, and internationally.
Market Cap
$4.6B
Pitch Price
$43.57
Price Target
N/A
Dividend
0.49%
EV/EBITDA
14.63
P/E
-3.80
EV/Sales
2.65
Sector
Electronic Equipment, Instruments and Components
Category
value
Spin off of a Spin off with Insider Buying - Ralliant Corporation
RAL (watchlist): Fortive spinoff trades 14x '27 vs peers at 18-28x after $1.4B EV writedown. Qualitrol (grid monitoring) is key: AI/datacenter power demands driving utility spending, sticky products, 25-28% margins vs 15-18% test segment. Modest insider buying + $200M buyback. Risks: cyclical semi exposure, defense losses, tariffs, unclear catalyst for re-rating
Read full article (2 min)