Added to YB: 2026-07-22
Pitch date: 2026-07-20
GOLF [neutral]
Acushnet Holdings Corp.
-2.01%
current return
Author Info
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Company Info
Acushnet Holdings Corp. designs, develops, manufactures, and distributes golf products in the United States, Europe, the Middle East, Asia, Africa, Japan, Korea, and internationally.
Market Cap
$6.7B
Pitch Price
$111.64
Price Target
N/A
Dividend
0.89%
EV/EBITDA
19.69
P/E
40.56
EV/Sales
3.05
Sector
Leisure Products
Category
N/A
The Rubber Company That Owns 68% of the PGA Tour's Golf Balls
GOLF (overview): Titleist maker, 68% PGA Tour ball share, 1,600 patents, consumable moat w/47% GM. FY25 rev $2.56B, EBITDA $410M. Q1'26 rev +7.1%, EBITDA $144.6M. Distance rollback delayed to 2030 = reprieve. Bears: neg EPS/FCF growth, 2.3x leverage, FootJoy weak, Korean parent (Misto 50%) uses buybacks to sell down. Rich at 40x EPS/76x FCF, PEG 5.8.
Read full article (8 min)