- Entry
- —
- Now
- $78.89
- Target
- $106.76
- Score
- —
BKTI reported a beat back in May and guided to $90M+ revenue with 50%+ gross margins for the year. The stock is up a lot from its lows but still trades around 14x cash flow. Gross margins have gone from 19% to 52% in four years. I think the market is still pricing this like a cyclical hardware vendor, and here's the work. ## what they do BK Technologies makes the two-way radios that wildland firefighters and forestry agencies carry …
— ORIGINAL POST ·
BKTI: the niche radio maker dominating wildland firefighting, 35% ROIC and zero debt, still ~27% below my estimate of intrinsic value
· r/ValueInvesting
· Aug 10, 2026