Professional
Added to YB: 2026-05-28
Pitch date: 2026-05-24
MTRX [neutral]
Matrix Service Company
+3.93%
current return
Author Info
Long Cast Advisers seeks to grow wealth through long-term concentrated investing in small-cap stocks. Follow on Twitter/X.
Company Info
Matrix Service Company provides engineering, fabrication, construction, and maintenance services to support critical energy infrastructure and industrial markets in the United States, Canada, and internationally.
Market Cap
$368.6M
Pitch Price
$12.73
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.81
P/E
-24.61
EV/Sales
0.18
Sector
Construction and Engineering
Category
turnaround
Long Cast Advisers Portfolio Holding: $MTRX
MTRX (holding update): First profitable Q, FY4Q rev guide ~$250M implies ~$15M EBITDA. Trading 7x EV/trailing EBITDA w/ tailwinds. Board urged to follow STRL/TPC/IESC playbook. New CEO/CFO coming, mining project booked. Wide path for backlog/earnings growth & re-rating higher.
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