Added to YB: 2026-05-26
Pitch date: 2026-03-16
DTI [bullish]
Drilling Tools International Corporation
-21.75%
current return
Author Info
No bio for this author
Company Info
Drilling Tools International Corporation designs, engineers, manufactures, and provides a rental-focused offering of tools for use in onshore and offshore horizontal and directional drilling operations in North America, Europe, the Middle East, and Asia-Pacific.
Market Cap
$103.3M
Pitch Price
$3.77
Price Target
9.00 (+205%)
Dividend
N/A
EV/EBITDA
4.58
P/E
-28.67
EV/Sales
1.15
Sector
Energy Equipment and Services
Category
value
Drilling Tools International Corporation - $DTI
DTI: Rental-focused downhole drilling tools co grew 3% rev despite -7% rig count. Trading 4.3x EV/EBITDA, 15% FCF yield. Eastern Hemisphere rev +78% in Q4. Guidance: $155-170M rev, $35-45M EBITDA (23-26% margins), $17-22M FCF for 2026. PE ownership distributed post-Hicks death may improve liquidity. PT $7-9 (10-12x FCF multiple, 95-135% upside). Risks: 26% rev from 2 customers, insider selling.
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