NEW JaguarMedia Investing Series is dedicated to covering high growth under the radar stocks with investment holding period of 2 years. In this first episode we cover XPEL which manufactures, sells and installs after-market automotive products such as paint protection film. In addition, company has been expanding into non-auto segments with recent strong launch of Fusion. With growth rate of 6x the industry, sharply improving margin profile, market share gains, and key partnership with Penske, while maintaining low debt/equity ratio, XPEL presents a unique opportunity to benefit from both secular and cyclical trends.

 

Attachments: research note | slide deck