Added to YB: 2026-02-18
Pitch date: 2026-02-14
MCCK [bullish]
Mestek, Inc.
+7.75%
current return
Author Info
No bio for this author
Company Info
Mestek, Inc., together with its subsidiaries, manufactures and sells heating, ventilating, and air conditioning products and equipment; and metal forming equipment in the United States and internationally.
Market Cap
$532.0M
Pitch Price
$71.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.72
P/E
5.56
EV/Sales
0.58
Sector
Household Durables
Category
value
Buying the Business for Free (And Getting a Hard-Asset Floor) - Mestek, Inc.
MCCK: HVAC/metal forming manufacturer w/ $400M revenue, $50-60M EBITDA trading at/below liquidation value. $678M assets ($350M gold, $78M cash, $44M ST investments, real estate) vs $202M liabilities = $63.09 NAV/share. 7x EBITDA = $420M EV on top of liquidation value. Market ignoring hard assets entirely. PE-style setup: stable cash flows, underlevered, owner-aligned. Risks: OTC illiquidity, industrial cycle exposure.
Read full article (3 min)