[Research Update] Data Center / Nuclear / Defense Wrapped Up Into One
By Diego La Torre and Maj Soueidan
Record backlog, margin expansion underway, and trading at half the multiple of its peers
We just published a bullish article our analyst wrote on a high conviction idea that’s in one of our model portfolios. The stock is also in our high performing infrastructure and data center screens.
We’re publishing this update for two reasons.
- The company just reported Q4 results, giving us a full year of data plus fresh management commentary.
- A major government budget dropped with over C$100B in infrastructure and defense commitments, by far the most significant macro catalyst for this company’s industry in decades.
Even though the stock has risen by more than 60% over the past year, we believe we are still early. The stock hit a new all-time high after earnings, yet still currently trades at a 45% discount to its peer group on EV/EBITDA. We went deeper into why that gap should close.
We think this stock has a chance to at least double over the next two years. The goldilocks scenario is one where the company gets a much higher valuation multiple than the industry because of its exposure to the nuclear, data center, and defense themes.
You can check out the full post here.
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The post [Research Update] Data Center / Nuclear / Defense Wrapped Up Into One appeared first on GeoInvesting.
Source: https://geoinvesting.com/research-update-data-center-nuclear-defense-wrapped-up-into-one/
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