Aug. 14 at 2:33 PM
$KLC this is really wild. Might be missing something, but this feels realllly overdone for a category leader in a non-discretionary space. Their best comp,
$BFAM, trades at 15.5x NTM EBITDA while Kinder trades at 5x. Mgmt claims they have good visibility into growth for next year… if they execute even close to what they market in their investor presentation this will be a
$20 stock in the not too distant future.