Added to YB: 2026-10-08
Pitch date: 2026-10-03
TPB [bullish]
Turning Point Brands, Inc.
+8.73%
current return
Author Info
No bio for this author
Company Info
Turning Point Brands, Inc., together with its subsidiaries, manufactures, markets, and distributes branded consumer products in the United States and Canada.
Market Cap
$1.2B
Pitch Price
$55.47
Price Target
318.00 (+427%)
Dividend
0.56%
EV/EBITDA
14.43
P/E
25.17
EV/Sales
2.38
Sector
Tobacco
Category
growth
Why TPB’s Recent Sell Off Created a Minimum 6-Bagger Opportunity
TPB (added to position): Turning Point Brands’ selloff to roughly $55 is viewed as overblown: legacy brands are estimated at $35 per share, leaving the fast-growing Modern Oral business valued at about $20, while the valuation implies $318 by 2030, a 5.8x return. Modern Oral guidance remains unchanged, but the inflection’s timing is uncertain and poor communication has amplified volatility; another block was purchased, with further buying planned.
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