Professional
Added to YB: 2025-09-01
Pitch date: 2025-09-01
CGEH [neutral]
Capstone Green Energy Holdings, Inc.
+175.11%
current return
Author Info
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Company Info
Capstone Green Energy Holdings, Inc. provides customized microgrid solutions, on-site resilient energy-as-a-service (EaaS) solutions, and on-site energy technology systems.
Market Cap
$119.8M
Pitch Price
$2.29
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.69
P/E
-1.82
EV/Sales
1.90
Sector
Electrical Equipment
Category
turnaround
(Ticker: CGEH) Capstone Green Energy: Leading the Microturbine Surge | Part 2
CGEH (holding update): Microturbine leader w/ 40% market share, emerged from 2023 bankruptcy, achieved first positive adj EBITDA in 37yr history. Q4 rev +80% YoY. Targeting data centers (AI power bottleneck): units stack to >50MW, 80% efficiency w/ waste heat recovery vs 45% for recip engines, 10x cleaner emissions (0.015 vs 0.2 g/kWh NOx). Rental rev $15M FY25 (vs $2.8M FY22), targeting 60% of sales by FY28. OTCQX uplisting pending. 25% rev CAGR, 20% GM target. 4x FY28 EBIT = 150% upside. Risks: execution history, capital constraints.
Read full article (8 min)