Professional
Added to YB: 2024-11-18
Pitch date: 2024-11-18
GTX [bullish]
Garrett Motion Inc.
+257.95%
current return
Author Info
Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life
Company Info
Garrett Motion Inc. designs, manufactures, and sells turbocharging, air and fluid compression, and high-speed electric motor technologies to original equipment manufacturers and independent aftermarket distributors in the mobility and industrial fields.
Market Cap
$5.3B
Pitch Price
$7.58
Price Target
N/A
Dividend
1.12%
EV/EBITDA
9.75
P/E
15.74
EV/Sales
1.76
Sector
Automobile Components
Category
turnaround
Idea Brunch with Ameya Shinde of Multiples Capital Management - Garrett Motion Inc.
GTX: Turbocharger leader, 50% new biz win rate. Post-bankruptcy recovery, simplified structure. 13.5% shares bought back, $124M program left. 2024 FCF $325M (20% mkt cap). Investing in EV tech. Catalysts: Trump emissions rollback, Fed rate cuts boosting auto sales, potential index inclusion. Risks: slow car sales, EV shift.
Read full article (2 min)