Janus International: A Cash Flow Machine Priced For Liquidation

Core Viewpoint - Janus International (JBI) has experienced a narrative shift from being perceived as a steady secular grower to a broken cyclical company within 18 months, indicating a complex situation that requires deeper analysis [1]. Company Analysis - The current perception of JBI reflects a transition in its growth narrative, suggesting that the reality of its performance may lie between the two extremes of steady growth and cyclical downturn [1].