Added to YB: 2024-12-03
Pitch date: 2024-10-21
ENTG [bullish]
Entegris, Inc.
-10.1%
current return
Author Info
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Company Info
Entegris, Inc. provides advanced materials and process solutions for the semiconductor and other high-technology industries in North America, Taiwan, South Korea, Japan, China, Europe, and Southeast Asia.
Market Cap
$11.2B
Pitch Price
$102.94
Price Target
N/A
Dividend
0.54%
EV/EBITDA
15.70
P/E
38.83
EV/Sales
4.56
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
The London Company SMID Cap Strategy Portfolio Holding: Entegris, Inc.
ENTG: Semiconductor materials co. lagged in Q3 due to slow trailing edge recovery, wafer starts, and capex. Cautious 2023 outlook. Advanced tech solutions and wafer content gains to drive 2024 recovery. Diversified player with scale. Attractive industry: high barriers, few competitors, high switching costs.
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