David Ristau
Growth at reasonable price, research analyst, newsletter provider, long/short equity

Drew Industries: Lacking Catalyst And Reasons To Buy


Drew Industries (DW) looks like a name with some potential for growth but a lot of that growth priced into the stock currently. Even in a best-case scenario in our pricing model, we cannot see the stock moving much higher than its current levels or worth more than $41 per share. The company has limited profits, limited growth past current expectations, weak cash flow, and only decent value or financial health.

Price Performance

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Drew has some decent value ratios along with negatives as well. The company's current PE sits at just under 27, which is fairly high even for a growth stock, so there must be an expectation of strong growth moving

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