Added to YB: 2025-07-02
Pitch date: 2025-06-30
APG [bullish]
APi Group Corporation
-0.18%
current return
Author Info
Company Info
APi Group Corporation provides safety and specialty services worldwide. The company offers end-to-end integrated occupancy systems, such as fire protection services; heating, ventilation, and air conditioning solutions; and entry systems, elevators, and escalators, including design, installation, inspection, and service of these integrated systems.
Market Cap
$14.1B
Pitch Price
$33.63
Price Target
80.00 (+138%)
Dividend
N/A
Sector
Construction and Engineering
Category
growth
API Group: A reasonable path to $75+ per share
APG: Path to $80/share by 2028 via new 10/16/60+ targets: $10B revenue (10.4% CAGR), 16% EBITDA margin (up from 13%), 60%+ recurring inspection revenue. Expects $3-4B cumulative FCF through 2028, $1B buybacks. Thesis: Martin Franklin (11% owner) guiding management to consistently raise targets as they improve branch margins from 13% to 17%.
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