Added to YB: 2025-02-03
Pitch date: 2024-12-18
AMTM [bullish]
Amentum Holdings, Inc.
+57.5%
current return
Author Info
No bio for this author
Company Info
Amentum Holdings, Inc. engages in the provision of engineering and technology solutions in the United States and internationally.
Market Cap
$7.6B
Pitch Price
$20.33
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.71
P/E
77.54
EV/Sales
0.80
Sector
Professional Services
Category
turnaround
Amentum Holdings, Inc. - $AMTM
AMTM: 2nd largest gov contractor, $47B+ backlog, 80% US gov revenue. 2025E: $14B rev, $1.1B EBITDA, $500M FCF, $2-2.20 EPS. Trades 10x P/E, 8.5x EBITDA vs peers. 4x leveraged, plan to <3x by 2026. Margins improving from 7.6% to 9%+. S&P500 inclusion. Down 40% on DOGE fears, but low-risk, capital-light, diversified. Potential share taker post-DOGE.
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