MSA Safety Incorporated
MSA
pitch
long
EJ Karobath
Thesis
EJ Karobath recommends buying MSA Safety with a target price of $356 by 2030, based on a projected EPS of $16.19 and a 22x forward P/E multiple, indicating an 18% IRR. The company has a strong market position and growth potential across its segments.
Did it work?
inconclusive
confidence: low
While MSA Safety has appreciated by 13.4% since the pitch, this return is modest compared to the long-term target price of $356 and the projected EPS of $16.19 by 2030. Given that only 28 months have passed and the target horizon extends to 2030, it is too early to determine if the thesis will ultimately succeed or fail. Therefore, the outcome remains uncertain.
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