Entering text into the input field will update the search result below

Atkore: Intrinsic Value Still Shows Upside

Jan. 01, 2022 1:06 AM ETAtkore Inc. (ATKR)9 Comments
Cappuccino Finance profile picture
Cappuccino Finance


  • Atkore had a truly impressive year with 65% YoY revenue growth and 293% YoY EPS growth.
  • Their profit margins are far superior to industry peers, and these superior margins demonstrate their economic moat.
  • Even with declining revenue expected due to price normalization, their intrinsic value is higher than the current price.
  • I expect an upside of 10-20% from the current level.

Electricians wiring a new build

RealPeopleGroup/E+ via Getty Images

Investment Thesis

Atkore (NYSE:ATKR) manufactures and sells electrical, safety, and infrastructure products. They have a market leading position in PVC electrical conduit. Trends towards new construction, digitalization, charging infrastructure for electric vehicles, and electrification of buildings

This article was written by

Cappuccino Finance profile picture
Visit me at Cappuccino Finance, I share my top picks (Value, Growth, Dividend & Growth), market outlook, and interesting ideas from super investors, based on my 12 years of experience and knowledge in stock investment and in real estate. I, Justin J. Lee, believe in fundamental analysis and disciplined market research. I have strong quant background with a Ph.D. (University of California, Santa Barbara) in model predictive control and an MBA (Jones School of Business, Rice University). My primary focus is to identify 1) small cap companies with strong fundamentals and growth potential, 2) large cap companies going through temporary set-backs, and 3) stable companies with solid dividend yields and growth potential.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.