Professional
Added to YB: 2025-05-26
Pitch date: 2025-05-22
TVK.TO [neutral]
TerraVest Industries Inc.
-2.46%
current return
Author Info
No bio for this author
Company Info
TerraVest Industries Inc. manufactures and sells goods and services to agriculture, mining, energy production and distribution, chemical, utilities, transportation and construction, and other markets in Canada, the United States, and internationally.
Market Cap
CAD 2.7B
Pitch Price
CAD 161.63
Price Target
455.00 (+197%)
Dividend
0.56%
EV/EBITDA
15.95
P/E
31.96
EV/Sales
3.12
Sector
Energy Equipment and Services
Category
growth
Bonhoeffer Capital Management Portfolio Holding: TerraVest Industries Inc.
TVK.TO (holding update): Public LBO serial acquirer of metal bending firms at 4-5x EBIT (3.5x post-synergies). ETI acquisition at 7x brings 2nd rollup team plus $818M military contracts. RoIIC 30%+, RoE 20%+ trending to 30%. DCF assumes margin expansion, 2% buyback, 20%+ EPS growth, $455 target, 22% IRR.
Read full article (2 min)