Gibraltar Industries: Buy the Washout - Upgrade to Long for Mean Reversion and Structural Growth
Gibraltar Industries ($38.03) has retraced from a $75 high into the mid-$30s amid margin pressure and acquisition costs. Fundamentals show 13% top-line growth in a recent quarter, positive free cash flow of $71.45M, and a market cap around $1.13B. Valuation is reasonable on price-to-sales (0.9) and P/B (1.27) while short interest has climbed — a se…