Professional
Added to YB: 2025-03-10
Pitch date: 2025-02-26
CDRE [bullish]
Cadre Holdings, Inc.
+26.01%
current return
Author Info
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Company Info
Cadre Holdings, Inc. manufactures and distributes safety equipment and other related products that provides protection to users in hazardous or life-threatening situations in the United States and internationally.
Market Cap
$1.7B
Pitch Price
$33.12
Price Target
46.00 (+10%)
Dividend
0.88%
EV/EBITDA
17.07
P/E
38.77
EV/Sales
3.12
Sector
Aerospace and Defense
Category
growth
Long: Cadre Holdings (NYSE: “CDRE”)
CDRE: Leading safety equipment provider for first responders & military. Strong moat, 80% recurring revenue. $46 PT (38% upside). Benefiting from rising domestic security budgets & nuclear energy demand. 13x EBITDA, 40% margins. Risks: debt maturity, dilution. Catalysts: cybersecurity recovery, earnings, rising defense spend.