Added to YB: 2026-07-23
Pitch date: 2026-05-17
CVV [bullish]
CVD Equipment Corporation
+35.82%
current return
Author Info
No bio for this author
Company Info
CVD Equipment Corporation, together with its subsidiaries, engages in the design, development, manufacture, and sale of equipment to develop and manufacture materials and coatings in the United States, North America, Europe, the Middle East, Europe, Africa, and the Asia Pacific.
Market Cap
$53.2M
Pitch Price
$5.36
Price Target
N/A
Dividend
N/A
EV/EBITDA
-16.98
P/E
-16.98
EV/Sales
2.11
Sector
Semiconductors and Semiconductor Equipment
Category
value
CVD Equipment Corporation - $CVV
CVV: Balance-sheet asymmetry at ~$5/share ($35M cap). Post-SDC sale to Atlas Copco: $23M cash ($3.25/sh), no debt + real estate worth $30M+ ($4.25/sh; Central Islip alone valued ~$28.5M vs $10.4M book). Cash+RE >$7.50/sh; mkt assigns negative value to biz. Free optionality on aerospace CMC (GE/Safran LEAP, GE9X), SiC power, nuclear. Q1 weak ($1.8M rev, 8% GM) but $1.8M cost cuts, ~7yr runway, rising RFQs. Catalysts: large system order, RE monetization, strategic sale (activist involved, CEO 65 seeking legacy exit).
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