Cadre Holdings (CDRE): Assessing Valuation as Investor Day Promises Long-Term Strategy and Nuclear Growth Update

Cadre Holdings (NYSE:CDRE) just made waves by announcing an upcoming Investor Day at the New York Stock Exchange on October 8, 2025. Management is expected to lay out a five-year roadmap and showcase the company’s progress in the nuclear sector, especially its momentum with Small Modular Reactors (SMRs). The news clearly grabbed the market’s attention and sent shares up 5% as investors look ahead to the update on long-term sales targets and continued demand for Cadre’s mission-critical safety equipment.

This latest announcement has added fuel to an already interesting story. Over the past year, Cadre’s share price dipped slightly but recent months have told a different tale, with a surge of over 13% in the past three months and even stronger gains month over month. That pattern suggests optimism is building again, perhaps driven by the company’s double-digit revenue and net income growth as well as hints of bigger ambitions for its nuclear-related business lines.

With momentum picking back up and a major company update around the corner, the big question now is whether Cadre’s current price leaves enough upside for investors or if the market is already banking on future growth.

Most Popular Narrative: 5.6% Undervalued

According to the most widely followed narrative, Cadre Holdings trades at a discount to fair value, reflecting optimism around future growth in earnings and margins.

Ongoing global instability and public safety concerns are driving higher and recurring demand for Cadre's protective equipment and nuclear safety products. This is supporting consistent long-term revenue growth across core markets, with additional benefit expected as delayed government contracts are fulfilled.

Want to know the growth blueprint behind this high valuation? The key element of this narrative is record-breaking earnings and a future profit multiple usually associated with tech leaders. Interested in which bold financial projections support that price target? Dive deeper to see the surprising numbers that drive this fair value calculation.

Result: Fair Value of $38.50 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, if there are extended delays in major government contracts or difficulties integrating new acquisitions, current optimism could quickly be dampened and Cadre’s projected earnings growth could stall.

Find out about the key risks to this Cadre Holdings narrative.

Another View: What the SWS DCF Model Suggests

While the analyst consensus points to undervaluation, our DCF model raises an eyebrow by giving a different result. This approach takes future cash flows into account and challenges whether the market’s optimism is truly justified. Which method captures the real story?

Look into how the SWS DCF model arrives at its fair value.

Stay updated when valuation signals shift by adding Cadre Holdings to your watchlist or portfolio. Alternatively, explore our screener to discover other companies that fit your criteria.

Build Your Own Cadre Holdings Narrative

If the numbers or arguments above don't fit your perspective, you can dig into the financials yourself and craft your own thesis in just minutes. Do it your way

A great starting point for your Cadre Holdings research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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