Wabash National: Value Has Emerged For This Wonderful Company (Rating Upgrade)
Wabash National(WNC) Seeking Alpha·2024-09-12 03:16RichLegg/E+ via Getty Images Investment Thesis I have previously found that Wabash National Corporation (NYSE:WNC) is a wonderful company with growing operating margins, capital efficiencies, and returns over the past few years. There is nothing to suggest that this has changed. An updated valuation triangulating with 3 different value approaches shows that the stock is cheap. This is now an investment opportunity. Background When I last covered WNC in May 2024, it was trading at USD 23 per share. I had con ...