Opinions
Jesse Gamble
Tornado Infrastructure Equipment
TGH-X
BUY
Jan 27, 2025
$1.020
Stock price when the opinion was issued
Energy Infrastructure, Industrials & Utilities
It's the ideal tool to help you make quicker, more informed decisions for
managing and tracking your investments.
You might be interested:
BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research
We would consider it a nice little small cap, and priced well at 11X earnings. One analyst covers it. It is a competitive, cyclical business but TGH has managed to grow consistently and keep its balance sheet strong. Gross margin is 18%. Net 7%. Tariffs may be a concern, and in its breakdown the autosector is a big customer which is another cyclical/tariff risk. Insiders own 30% which is good. We could see it owned as part of a small cap basket along with several other small companies.
Unlock Premium - Try 5i Free
Energy Infrastructure, Industrials & Utilities
Growth is good given infrastructure spending. They will introduce other products to diversity products. It's a new, small holding for him.