Added to YB: 2026-10-06
Pitch date: 2026-09-28
SHLS [neutral]
Shoals Technologies Group, Inc.
+2.37%
current return
Author Info
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Company Info
Shoals Technologies Group, Inc. provides electrical balance of system (EBOS) solutions and components in the United States and internationally.
Market Cap
$1.4B
Pitch Price
$7.58
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.55
P/E
43.76
EV/Sales
2.75
Sector
Electrical Equipment
Category
growth
Shoals Technologies Group, Inc. - $SHLS
SHLS (deep dive): Shoals has strong near-term demand visibility: $699.7M of its $801.4M order book is scheduled to ship by mid-2027, though 47% of the total is unsigned. A $96M willful-infringement verdict validates its patent position but remains uncollected. At 10.9-12.2x FY2026E adjusted EBITDA, the base case supports $1.69-1.89B of FY2027 enterprise value if the multiple holds; the thesis turns on gross margin recovering from 30.6% toward 33%.
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