Will Columbus McKinnon (CMCO) be Able to Trade at 12x EV/EBITDA?

5 days ago 3

Soumya Eswaran

Tue, January 13, 2026 astatine 8:02 AM CST 3 min read

Heartland Advisors, an concern absorption company, released its “Heartland Value Fund” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The Russell 2000® Value Index generated a instrumentality of 3.26% successful the 4th quarter, outperforming 2.66% gains for the S&P 500. After the year-end surge, tiny stocks astir caught up to ample caps successful 2025, their top show since the pandemic. Due to an summation successful the small-cap stock’s earnings, the investors are acknowledging their compelling valuations. The money gained 2.61% successful the quarter, compared to a 3.26% instrumentality for the Russell 2000® Value Index. The underperformance successful the 4th was attributed to banal selection, chiefly successful the healthcare sector. In addition, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.

In its fourth-quarter 2025 capitalist letter, Heartland Value Fund highlighted stocks specified arsenic Columbus McKinnon Corporation (NASDAQ:CMCO). Columbus McKinnon Corporation (NASDAQ:CMCO) is simply a dense operation machinery manufacturer. On January 12, 2026, Columbus McKinnon Corporation (NASDAQ:CMCO) banal closed astatine $19.68 per share. One-month instrumentality of Columbus McKinnon Corporation (NASDAQ:CMCO) was 11.88%, and its shares mislaid 44.50% of their worth implicit the past 52 weeks. Columbus McKinnon Corporation (NASDAQ:CMCO) has a marketplace capitalization of $565.372 million.

Heartland Value Fund stated the pursuing regarding Columbus McKinnon Corporation (NASDAQ:CMCO) successful its 4th fourth 2025 capitalist letter:

"Another presumption we accrued was Columbus McKinnon Corporation (NASDAQ:CMCO), which designs, manufactures, and distributes materials, handling products, and systems utilized successful a assortment of concern applications, including lifting, automation, and precision conveyance. Early this year, CMCO reported slower-than-expected Q3 results, citing slowing manufacture request driven by U.S. argumentation uncertainty. By itself, that would person apt triggered a mid-single digit to high-single-digit selloff based connected historical terms reactions. However, absorption besides announced a $2.7 cardinal acquisition of a competitor, Kito Crosby, which sent the banal plummeting much than 40% owed to concerns surrounding execution and an accrued leverage illustration upon closing.