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Added to YB: 2026-05-01

Pitch date: 2026-04-30

GPGI [bullish]

GPGI, Inc.

Author Info

Company Info

GPGI, Inc., together with its subsidiaries, provides sustainable injection molding solutions worldwide.

Market Cap

$4.4B

Pitch Price

N/A

Price Target

28.00 (+81%)

Dividend

0.07%

EV/EBITDA

36.40

P/E

-12.23

EV/Sales

71.00

Sector

Technology Hardware, Storage and Peripherals

Category

value

Show full summary:
GPGI, Inc. - $GPGI

GPGI: Cote-led industrial roll-up, owns CompoSecure (36% EBITDA margin metal cards) + Husky (40-60% PET systems share, 65% aftermarket rev). 2026E: $2.2B rev, $635M EBITDA (29% margin), $350M FCF. Trading 9.7x 2026 EBITDA vs 11.2x Husky acquisition. 3.5x leverage targeting 3x by YE26. Risk: complex dual structure w/ RHLD collecting 2.5% EBITDA fee may split alignment. Cote sees 500-1000bps margin upside long-term.

Read full article (13 min)