Added to YB: 2025-04-01
Pitch date: 2025-02-12
POWL [bearish]
Powell Industries, Inc.
-154.1%
current return
Author Info
No bio for this author
Company Info
Powell Industries, Inc., together with its subsidiaries, designs, develops, manufactures, sells, and services custom-engineered equipment and systems.
Market Cap
$6.8B
Pitch Price
$211.09
Price Target
102.00 (-81%)
Dividend
0.19%
EV/EBITDA
26.75
P/E
36.47
EV/Sales
5.67
Sector
Electrical Equipment
Category
value
Powell Industries, Inc. - $POWL
POWL short: Commodity switchgear maker benefiting from AI-driven data center boom. Revenue doubled, margins peaked. Supply increasing, demand shifting. Customers expect power constraints easing 2H25. Order intake declining for peers. Normalized EPS $6, 17x PE = $102 PT (-50%). Risks: prolonged demand, acquisition (19% founder-owned).
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