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Smoak Capital Management's investment thesis on QEP Co., Inc. ($QEPC) — Q4 2024 | Buyside Digest

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$QEPCNASDAQQEP Co., Inc.

BULL

Smoak Capital Management—QEPC

Fund Letter

Q4 2024

Published December 31, 2024

View Fund Profile

$53.69USD

+2.8% vs last month

$37.25Pitched

+44.1% since pitch

Market Cap$160.2M

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

QEP recently reshaped its business by divesting unprofitable floor covering operations, shifting its balance sheet from $30M net debt to over $30M net cash while expanding operating margins from 3% to over 10%. The core tool...

— Daniel B. Smoak

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