MYEMYERS INDUSTRIES INC
Plastics Products, NEC
- Revenue
- $826M
- 1.3% YoY
- Operating margin
- 9.0%
- 70% YoY
- EBITDA
- $92M
- 47% YoY
- Market cap
- $1.1B
- Employees
- 2,200
- $375K revenue each
- Net debt / EBITDA
- 2.6×
- $239M net debt
- AI in 10-K
- 0.4
- mentions per 10K words
Takeover score 3 of 13
Fixable underperformance 0 of 7
- TSR below peersNo—3+ of last 5 years
- High CEO pay despite TSRNo—Median CEO pay ≥ $15M while TSR trails
- Earnings not backed by cashNo248% of net incomeCash flow under 80% of net income
- Dilutive SBCNo0% of revenueOver 10% of revenue
- Payouts exceed cash flowNo27% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyNo30% of assetsOver 40% of assets
- Shareholder dissentNo98% lowest supportAny vote under 80% support
Buyer economics 2 of 4
- Low revenue per employeeNo$375K · 25th pctBottom quartile of its SIC industry
- Quiet on AIYes0.4 per 10K words · 19th pctBottom quartile of AI mentions in 10-Ks
- Net cashNo2.6× EBITDA net debtMore cash than debt, positive EBITDA
- Buyout-sizedYes$1.1B market capMarket cap $500M–$5B
Catalysts 1 of 2
- Active 13DYes1 filingActive-intent 13D in 18 months
- Net insider sellingNo$156K netNet sales over $10M in 12 months
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $761M | $900M | $813M | $836M | $826M | 1.3% |
| Operating income | $49M | $84M | $72M | $44M | $75M | 68% |
| Net income | $34M | $60M | $49M | $7M | $35M | 385% |
| Operating cash flow | $45M | $73M | $86M | $79M | $87M | 9.4% |
| Capex | $18M | $24M | $23M | $24M | $20M | 20% |
| Stock-based comp | $3M | $7M | $7M | $2M | $4M | 113% |
| Buybacks | — | — | $0 | $0 | $3M | |
| Dividends | $20M | $20M | $20M | $20M | $20M | 0.3% |
Deal filings
None.
13D filers
| Filed | Filer | Form | Stake | Intent |
|---|---|---|---|---|
| Aug 3, 2026 | GAMCO INVESTORS, INC. ET AL | SCHEDULE 13D/A | 13.4% | Active |
| Dec 13, 2024 | GAMCO INVESTORS, INC. ET AL | SC 13D/A | 14.5% | Active |
| Nov 25, 2022 | GAMCO INVESTORS, INC. ET AL | SC 13D/A | 14.7% | Passive |
| Apr 6, 2021 | GAMCO INVESTORS, INC. ET AL | SC 13D/A | 15.7% | Passive |
| Nov 13, 2020 | GAMCO INVESTORS, INC. ET AL | SC 13D/A | 16.7% | Passive |
| Jun 2, 2020 | GAMCO INVESTORS, INC. ET AL | SC 13D/A | 17.7% | Passive |
| Jul 19, 2019 | GAMCO INVESTORS, INC. ET AL | SC 13D/A | 19.3% | Passive |
Insider trading
- Open-market buys, 12 mo
- $156K · 3
- Open-market sells, 12 mo
- $0 · 0
- Net
- $156K
Pay vs performance
No pay-versus-performance disclosure yet.