LNG and Data Center Winner: 24% Growth, 13x Earnings
This company stands at the intersection of several powerful trends—from the surge in US LNG exports to the rapid expansion of data centers and renewed emphasis on domestic manufacturing. Currently, the business is booming. Revenues surged 45% in 2024 with operating margins hitting 17.7%.
Despite this, the stock is down 27% YTD and 55% from it’s 52-week high after the recent market selloff. We explore how the company's diversified customer base positions the company to outperform over the coming 12-24 months. Let’s dig in…