Atkore: A Valuation And Growth Mismatch

Kennedy Njagi
61 Followers
(9min)

Summary

  • The demand for modern data centers is insatiable and needs Atkore electrical cables to power the digital world.
  • The company is strategically reversing margin compression and reducing leverage, making it an attractive investment at a forward PEG ratio of 0.88x.
  • Governmental support for infrastructure development and the bipartisan Infrastructure Law could drive significant growth for Atkore, especially in electrical solutions.
  • Forward PEG says Atkore stock is trading at a discount, but growth says otherwise.

Abstract Neural Network Technology Background

imaginima

Investment Thesis

I decided to cover Atkore Inc. (NYSE:ATKR) as I was searching for companies that I believe could massively benefit from the upcoming economic cycle, largely characterized by infrastructure spending. With the recently announced tariffs

This article was written by

61 Followers
At Henriot Capital, we live by the principle that simplicity and common sense drive success. I’m passionate about building a hedge fund with a clear purpose, disciplined focus, and consistent alpha. Our approach is fully quant-driven—our model gives us the tickers, and we act on its recommendations without human interference. We live by the motto "invest first, investigate later," meaning we buy what the model suggests and conduct further research afterward. We discourage human fingerprints in stock selection, ensuring that our decisions remain driven by data and not individual bias.

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.

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