Jim Cramer Discussed 13 Stocks Like FedEx Freight and the Threat of Oversupply in the Market

8. DPC Holdings PLC (NYSE:DPC)

DPC Holdings PLC (NYSE:DPC) was among the stocks Jim Cramer discussed during Mad Money, as he called the growing wave of stock offerings and debt issuance a threat to the bull market. Cramer called it a “great story,” as he stated:

How about the numbers? Okay, on the one hand, DPC has more than doubled its revenue since its restructuring six years ago, thanks to strong volume growth and higher prices. Last year, they put up 12% revenue growth, and in the first quarter of 2026, that accelerated to 26%. Looks like we could have an accelerating revenue growth story here… On the other hand, though, the company’s still not back to turning a profit… Is DPC worth owning here after its fairly strong start? Let’s look at how the stock trades versus its closest independent comparison, Howmet Aerospace… We do like that stock very much. Using enterprise multiple… You can see that DPC has an enterprise multiple of 55… Bit more expensive than the much-loved Howmet at 46.

If we get a bit aggressive and create an EBITDA estimate of $190 million for DPC this year, then that’s fair enough. That’s assuming they can keep growing at the same pace as the first quarter; then the stock would’ve an enterprise multiple of just over 40 on 2026 numbers. Still a little higher than Howmet at 36. So ultimately what I would say about DPC Holdings… is that it’s a great story mostly because of the extremely attractive end markets: aerospace engines and gas turbines.

But I’m not sure if this is the moment to embrace the stock. See, right now, DPC’s trading at a premium to a tried-and-true operator… even though it’s a much smaller company that’s far less profitable. Here’s the bottom line: I really do like DPC, and it’s also in great businesses, but I’d love to see the stock come in just a bit before buying it. How about at around $42, two bucks lower? I would feel much better. The stock would’ve the same valuation as Howmet. You could put a small position on here, although, ideally, I’d prefer you to wait for an entry point in the $30s where DPC would be at a discount to its closest publicly traded companies and would be [buy, buy, buy] right there.

DPC Holdings PLC (NYSE:DPC) manufactures engine products for the aerospace and industrial gas turbine markets. The company also supplies turbocharger wheels for passenger, commercial, and off-highway vehicles.