TriMas: Upside Is Limited From This Point On (Rating Downgrade)

Wait 5 sec.

Sep. 11, 2025 5:40 AM ETTriMas Corporation (TRS) StockTRSDaniel JonesInvesting Group LeaderSummaryTriMas has outperformed the S&P 500 significantly, but after a strong run, shares now look fairly valued with limited upside.Recent results were driven by robust growth in the Aerospace segment and steady gains in Packaging, while Specialty Products lagged due to divestitures.Management's 2025 guidance points to healthy earnings and cash flow growth, but valuation multiples suggest the stock is no longer undervalued.Given the reduced upside and meaningful downside risk, I am downgrading TriMas to a 'hold' after its historic rally.Looking for a helping hand in the market? Members of Crude Value Insights get exclusive ideas and guidance to navigate any climate. Learn More »Kathrin Ziegler/DigitalVision via Getty ImagesOne company that has been doing really well as of late is TriMas Corporation (TRS), a rather diverse business with a focus on the packaging industry, but also with a presence in theMore on my IG serviceCrude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas!This article was written byDaniel Jones35.1K FollowersDaniel is an avid and active professional investor.He runs Crude Value Insights, a value-oriented newsletter aimed at analyzing the cash flows and assessing the value of companies in the oil and gas space. His primary focus is on finding businesses that are trading at a significant discount to their intrinsic value by employing a combination of Benjamin Graham's investment philosophy and a contrarian approach to the market and the securities therein. Learn more.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For You