Added to YB: 2026-04-24
Pitch date: 2026-04-22
XPEL [bullish]
XPEL, Inc.
+0.86%
current return
Author Info
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Company Info
XPEL, Inc. manufactures, installs, sells, and distributes protective films, coatings and related services.
Market Cap
$1.3B
Pitch Price
$46.44
Price Target
90.00 (+95%)
Dividend
N/A
EV/EBITDA
14.54
P/E
25.41
EV/Sales
2.68
Sector
Automobile Components
Category
value
Single Stock Spotlight #7: XPEL, Inc. (XPEL)
XPEL: Dominant paint protection film (PPF) compounder, rev grew $6M (2011) to $260M (2021). Stock down on temporary margin compression (13-14% EBIT) from supply chain/retail investments & inventory reset. 2025 rev growth accelerated to 13% vs 6% in 2024. EBIT margins to revert to 16-18% range, potential 20%+. Trading 16-17x 2027 EPS $2.80, PT $80-$90 (30x historical multiple), ~90% upside. Catalysts: inventory reset complete, margin expansion post-investment cycle, potential M&A target for coatings giants or PE buyout. CEO owns ~4% shares.
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