Professional
Added to YB: 2026-09-24
Pitch date: 2026-08-20
POWW [bullish]
Outdoor Holding Company
+1.32%
current return
Author Info
SRK Capital is a fund focused on concentrated value investing. Sign up for the newsletter.
Company Info
Outdoor Holding Company engages in online marketplace business. It owns and operates the GunBroker e-commerce marketplace, an auction site that supports the lawful sale of firearms, ammunition, and hunting/shooting accessories.
Market Cap
$254.1M
Pitch Price
$2.27
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.56
P/E
177.26
EV/Sales
3.65
Sector
Specialty Retail
Category
turnaround
SRK Fund I Portfolio Holding: Outdoor Holding Company
POWW (hold): Outdoor Holding’s fiscal 2026 results reinforced the turnaround: revenue rose 3.5% to $51.1M and adjusted EBITDA rose 46% to $22.3M. In Q4, net revenue grew 10.1%, GMV rose 11.8%, and lower expenses helped adjusted EBITDA jump 163%. With 85%+ gross margins, $68.1M of cash, buybacks and payment-processing monetization ahead, the company has a credible path to $35M-$40M of EBITDA over the next 18-24 months.
Read full article (2 min)