Added to YB: 2026-02-12
Pitch date: 2025-11-25
Q [bullish]
Qnity Electronics, Inc.
+44.89%
current return
Author Info
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Company Info
Qnity Electronics, Inc. provides materials and solutions to the semiconductor and electronics industries in the United States, rest of Americas, Europe, the Middle East, Africa, Asia Pacific, China, South Korea, Taiwan, and internationally.
Market Cap
$22.0B
Pitch Price
$77.89
Price Target
120.00 (+6%)
Dividend
0.30%
EV/EBITDA
16.25
P/E
27.37
EV/Sales
5.15
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Qnity Electronics, Inc. - $Q
Q: DuPont spinoff, semiconductor consumables supplier (CMP pads 60-70% advanced node share, photoresist, thermal mgmt). 45% gross margin, 30% EBITDA margin, 30% ROIC, 6-7% organic growth guided 2026-28. Trading 19x 2026 P/E vs peer ENTG 23x despite better growth, lower CapEx exposure (10% vs 20%), AI/advanced packaging tailwinds. FV $120 (~55% upside) at ENTG's 26x 10yr avg. Risks: China 30% revenue, tariffs, AI bubble (15% datacenter exposure).
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