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ATKR

Atkore Inc. Common Stock (ATKR) fair value

Industrials · Electrical Equipment & Parts · NYSE · United States
$94.96+0.04%
Market cap $3.2BNext earnings 2026-11-19Updated Oct 19, 2026
Add earnings to calendarGoogle
Our verdict
Trades 38% below our fair value
Price
$94.96
Model fair valueConfidence: good
$154
Model range
$150 to $157
Fair value $154
Price $94.96
2 models fit Atkore Inc. Common Stock and they agree: 2 of 2 land within 15% of the average. The price is below every model.
Two or more of our models back this value.
Large discount(i)Gold86
Valued as a mature, profitable company: Discounted cash flow, P/E comparison, EV/EBITDA comparison, and Dividend discount.
ACCE opinionAtkore Inc. Common Stock (ATKR)
Fair value (2 models)
$154
ACCE price target
$95.00
Rating
Undervalued
Horizon
12 months
Fair value published on 19 Oct 2026, 17:05 CEST; previously $149 since 15 Oct 2026, 00:00 CEST.
ACCE price target published on 11 Oct 2026, 00:00 CEST.
Rating published on 19 Oct 2026, 17:05 CEST.
Price used: $94.96 at the close on 16 Oct 2026, 22:00 CEST.
Models: Discounted cash flow and P/E comparison.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Full methodology
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
38.2% below
+61.9% to fair value
ACCE score
58
out of 100
Analysts
33% buy
3 covering
P/E
0.0x
forward 14.9x
1-year return
+43.0%
Dividend yield
1.39%

Atkore Inc. Common Stock in four questions

Plain answers, details below
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OverviewAsk ACCEValuationQualityAnalystsSmart MoneyCompareNews and Record

Overview

ACCE thesis

Atkore makes conduit, cable and metal framing products for electrical contractors, with its PVC and steel conduit systems going into commercial and residential construction and data center builds. Its edge is a scaled domestic manufacturing footprint and a distribution network that lets it sell into a fragmented contractor base, which supports a 20.6% gross margin and a 9.7% operating margin. Revenue growth of 8.1% gives the stock a reason to be looked at again, but the 14.9x forward P/E and a negative ROE of -11.9% mean the balance sheet and earnings quality need checking before anyone builds a position thesis around it. The next question is whether electrification and data center spending hold up through the next construction cycle, and whether margins can hold as pricing normalizes from its recent highs. At 58/100 with no index membership, this is a name for a deeper look rather than a conclusion.

AI-assisted·How I use AIWritten Oct 18, 2026
⚠ Investor warnings · 2 flagsAI-assisted·How I use AI
  • moderate
    Earnings collapse year over year
    Earnings fell 98.4% YoY and net margin is -5.5% despite revenue growing 8.1%. Trailing P/E is 0.0, so the headline multiple gives no read on value.
  • moderate
    Stretched EV/EBITDA multiple
    EV/EBITDA sits at 74.9 while the forward P/E is 14.9. The gap suggests the trailing earnings base is depressed, so the forward figure rests on recovery assumptions.

AI research notes

AI-assisted·How I use AIWritten Oct 19, 2026 · figures from 2026-06-30 · prices to Oct 16, 2026
Why it could do well
  • Free cash flow over the last twelve months reached $296M, and the stock yields 9.2% on that cash generation.
  • Revenue grew 8.1% year over year, and the five-year average growth rate is 10.1% per year.
  • The company cut its diluted share count by 7.5% last fiscal year, lifting each remaining share's claim on earnings.
Why it could disappoint
  • The company is still loss-making, with a net margin of -5.5% and a return on equity of -11.9%.
  • Only one of three covering analysts rates the stock Buy or Strong Buy, and their mean price target sits slightly below the current price.
  • The stock trades at a forward P/E of 14.9x, while the sector median is 24.0x, which may reflect market doubts about earnings quality.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.

Next results

Nov 19, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

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Valuation

INVESTOR
Where ATKR's valuation models land
Price
$94.96
Model fair value
$154
Model range
$150 to $157
Fair value $154
Price $94.96
The price is below the whole model range.
Model
Fair value
Upside
Discounted cash flow
Dividend discount
EV/EBITDA comparison
P/E comparison
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Quality

INVESTOR
Quality and conviction INVESTOR FEATURE

The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.

  • +A plain reason under every score
  • +Conviction breakdown and growth / value / quality / momentum scores
  • +Score history: how each score moved over time

Analysts

Wall Street consensus

Bearish33% buy · 3 covering analysts
● Strong buy 1● Buy 0● Hold 2● Sell 0● Strong sell 0
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

PRO

In one line

Trades are only made public after a delay. We show the delay so you know how old the news is.

Company insiders
No trades filed
Last 90 days
Congress
No trades filed
Last 180 days
Average delay
No trades filed
From trade to public filing
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Smart money tracking PRO FEATURE

Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Every insider and Congress trade, with how late it was disclosed
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

News and Record

Press releases mentioning this company

Recent performance

1 week
+0.1%
1 month
+0.5%
3 months
+29.3%
6 months
+37.4%
YTD
+50.1%
1 year
+43.0%

SEC filings

Recommendation history, last 12 months

DateTypeNewPreviousPrice
19 Oct 2026, 17:05 CESTRatingUndervaluedfirst publication$94.96
19 Oct 2026, 17:05 CESTFair value$154$149$94.96
15 Oct 2026, 00:00 CESTFair value$149$122$94.88
11 Oct 2026, 00:00 CESTACCE price target$95.00first publication$94.84
4 Oct 2026, 00:00 CESTFair value$122$118$94.62
16 Sept 2026, 00:00 CESTFair value$118$121$94.07
5 Sept 2026, 00:00 CESTFair value$121$122$93.65
31 Aug 2026, 00:00 CESTFair value$122$118$93.60
25 Aug 2026, 00:00 CESTFair value$118$120$93.72
12 Aug 2026, 00:00 CESTFair value$120$117$93.78

This analysis is not personalised investment advice and does not take your situation, objectives or risk tolerance into account. ACCE Investments is not an authorised investment firm.

Investing in shares carries a risk of losing capital. The value of an investment can go down as well as up.

Valuation horizon: 12 months from the publication date.

Conflicts of interest. ACCE Investments is operated by Adrien Chantreuil, who may hold personal positions in the securities analysed. Positions are declared on each security. ACCE receives no payment from the companies analysed or from any intermediary for this analysis.

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Snapshot

Growth40Value55Quality40Momentum97Total58
Valuation
Trailing P/E
0.0x
Forward P/E
14.9x
PEG
no data
P/B
2.50x
EV / Revenue
1.3x
Book value/sh
$37.79
Enterprise value
$3.8B
Profitability
ROE
-11.9%
FCF yield
9.22%
ROIC
-0.5%
Health and risk
Debt / equity
0.67
Dividend yield
1.39%
Beta
1.69

Price

+39.0% · 1Y

Ask anything about ATKR

Answered from Atkore Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.

This stock Peer Peer median weaker → stronger
P/Ebetter than 100% of peers
low 0.0x0.0xhigh 40.5x
ROEbetter than 20% of peers
low -145%-12%high 15%
Div yieldbetter than 67% of peers
low 0.0%1.4%high 11.1%

Peers

Prices Oct 16, 2026
CompanyPriceFair valuevs fair valueP/EROEQualityScore
ATKR Atkore Inc. Common Stock$94.96$15438% below--11.9%4058
KEI.NS KEI Industries Limited₹3725.00--33.8x-6551
HAYW Hayward Holdings Inc. Common Stock$12.67$134% below16.5x10.4%7454
AQ.ST AQ Group AB (publ)kr 226.60kr 14854% above27.3x15.2%7271
LIGHT.AS Signify N.V.€15.19€2024% below11.9x6.0%5244
6526.T Socionext Inc.¥1755.50--40.5x6.0%4443
PLUG Plug Power Inc. Common Stock$1.38----145.0%2217

Sector report card

Where ATKR ranks against its sector peers on each metric.

Computing percentiles…
  • Business Wire•Jul 30, 2026
    Atkore Inc. Declares Quarterly Dividend
  • GlobeNewswire•Jul 30, 2026
    Astec Appoints Bill Waltz to Board of Directors
  • Business Wire•Jul 16, 2026
    Atkore Inc. Announces Third Quarter Fiscal Year 2026 Earnings Release Date and Conference Call
2 more press releases · full archive on Investor+.INVESTOR
40 filings
October 2026
Oct 21
Form 4Insider transactionPeriod 2026-10-19
View on SEC →
Oct 21
Form 4Insider transactionPeriod 2026-10-19
View on SEC →
Oct 21
Form 4Insider transactionPeriod 2026-10-19
View on SEC →
37 more filings + AI summaries on Investor+.INVESTOR