Added to YB: 2025-03-05
Pitch date: 2025-03-03
PAY.BR [bullish]
Payton Planar Magnetics Ltd.
+15.79%
current return
Author Info
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Company Info
Payton Planar Magnetics Ltd., together with its subsidiaries, develops, manufactures, and markets planar transformers in Israel, Europe, the Americas, and Asia.
Market Cap
EUR 167.3M
Pitch Price
EUR 7.17
Price Target
22.20 (+161%)
Dividend
3.17%
EV/EBITDA
10.70
P/E
17.49
EV/Sales
2.31
Sector
Electronic Equipment, Instruments and Components
Category
value
Picks and shovels play on EVs, Robotics, Solar etc - Payton Planar Magnetics Ltd.
PAY.BR: Market leader in planar transformers for EVs, data centers, AI. 30% margins, 12% growth. Cheap at 4x EV/EBIT vs 14x peers. 50% arb vs Israeli listing. PE firm FIMI bought controlling stake, catalyst for growth. 6.5% yield, $60M net cash. 200%+ upside potential.
Read full article (3 min)