Professional
Added to YB: 2024-08-09
Pitch date: 2024-08-07
PRM [bullish]
Perimeter Solutions, Inc.
+176.18%
current return
Author Info
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Company Info
Perimeter Solutions, Inc. manufactures and supplies firefighting products and lubricant additives in the United States, Germany, and internationally.
Market Cap
$3.5B
Pitch Price
$10.20
Price Target
N/A
Dividend
N/A
EV/EBITDA
39.53
P/E
44.98
EV/Sales
6.22
Sector
Chemicals
Category
growth
Mindset on Fire - Perimeter Solutions, SA
PRM: Fire retardant monopoly strengthens after competitor's failure. 9M shares (6%) buyback. CA fires up, 8M gal delivered YTD. Price hikes hidden by low activity. Transdigm-like potential (50% EBITDA margins). Insurance crisis driving prevention spend. Q2 earnings beat, aggressive fire response, capacity expansion. Long-term tailwinds from climate change, insurance pullback.
Read full article (4 min)