Knowles Corp Dossier
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SectorInformation Technology IndustryElectronic Components Beta (adjusted)1.40 Intrinsic Value $17.93median of 6 methods · middle span $18-$21based on filings through 31 Mar 2026 Market Price $38.23Price as of 1 Oct 2026 Significantly overvaluedIntrinsic value is 53% below the market price −50% · IV below pricenear fair value ±15%IV above price · +50% marker beyond scale (-53%) Data confidence Sign in to view data confidence Market Cap $3.3B Enterprise Value $3.4B Shares Outstanding 87.9M diluted Moat Rating None Next Earnings Date22 Oct 2026 All prices and values are periodic snapshots, not live quotes. Source dates are shown for reference. ThesisStreet consensus, scenarios, merits, risks, and invalidation triggers Thesis Summary Knowles Corp has successfully completed its portfolio transformation into a high-margin, focused industrial technology company following the divestiture of its Consumer MEMS Microphones business in late 2024. The company is experiencing strong secular tailwinds across its core end markets of Medtech, Defense, Industrial, and Electrification. With robust organic growth exceeding long-term targets, significant gross margin expansion, and the successful integration of Cornell Dubilier, Knowles is well-positioned to deliver sustained earnings growth and capital returns. This section is the 12-month view: analyst targets and the probability-weighted scenarios built from them. The intrinsic value at the top of this page answers a different question: what the business is worth today. Street view · analyst 12-month targets Low · most bearish analyst$40.00 Mean target$43.75 High · most bullish analyst$48.00 Street targets sit above today's price; our intrinsic value sits below it. Different horizons, different questions. Our research · scenarios, merits, risks, and invalidation triggersResearch as of 18 Sep 2026 Scenarios · 12-month scenario targets Bear CaseDownside scenario $40.0020% A broader macroeconomic slowdown impacts industrial and electrification markets, leading to inventory corrections at distributors. Slower-than-expected integration of Cornell Dubilier limits margin expansion. Base CaseCentral scenario $43.7550% Matches the consensus meanKnowles continues to execute on its post-transformation strategy, delivering organic revenue growth of 6-8% and maintaining strong adjusted EBITDA margins. The company successfully captures synergies from Cornell Dubilier and continues its disciplined share repurchase program. Bull CaseUpside scenario $48.0030% Accelerating design wins in Medtech and sole-supplier defense programs drive organic revenue growth well above historical averages. Rapid margin expansion is achieved through high capacity utilization and favorable product mix, leading to significant EPS beats. Scenarios are anchored to street consensus at the research date, with our probabilities and rationale. Key Investment Merits
Key Investment Risks
Thesis Invalidation Triggers
All scenarios are estimates and subject to change. Past performance is not indicative of future results. Quality Pillars MembersThis section is available to registered members. Create a free account or sign in to unlock the full breakdown. Explore this dossierValuationIntrinsic value, the six-method breakdown, peer medians, and your assumptions sandbox.Financial SnapshotRevenue, profitability, returns, balance sheet, dividends, and the filing-level detail.Qualitative AnalysisBusiness overview, strategic initiatives, and mergers, acquisitions & partnerships.Outlook & Key DatesForward estimates, reporting calendar, and the monitoring framework. |