Introduction
This month’s Opportunity Report highlights a company that navigated through temporary challenges in demand, supply chain, and execution during and immediately after the pandemic. It appears to be back on track and has achieved stable top-line growth over the five quarters and shows positive signs of continued, possibly accelerating, expansion. Despite moving past most of the above-mentioned headwinds, its stock is trading at a substantially lower valuation compared to similar companies in its industry, and more than 40% below its peak price from 2021. The company is a longtime leader in its field, which has positioned it to pay—and increase—dividend payments each and every year for multiple decades.