Added to YB: 2024-12-18
Pitch date: 2024-12-16
JBI [bullish]
Janus International Group, Inc.
-34.98%
current return
Author Info
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Company Info
Janus International Group, Inc. manufactures and supplies turn-key self-storage, commercial, and industrial building solutions in North America and internationally.
Market Cap
$710.6M
Pitch Price
$7.89
Price Target
17.35 (+238%)
Dividend
N/A
EV/EBITDA
6.54
P/E
13.71
EV/Sales
1.29
Sector
Building Products
Category
growth
50% Market Share and Growing | Janus International ($JBI)
JBI: Niche leader in self-storage components (50% market share) at 7.4x FCF. Strong balance sheet, buybacks. Industry tailwinds: urbanization, SMBs, aging population. Short-term catalyst: falling rates. Fair value $17.35 (117% upside) based on 9% rev growth, 15% FCF margin, 17x multiple. Competitive advantages, but not yet an economic moat.
Read full article (7 min)