Added to YB: 2025-07-07
Pitch date: 2025-05-19
ABM [bullish]
ABM Industries Incorporated
-10.28%
current return
Author Info
No bio for this author
Company Info
ABM Industries Incorporated, through its subsidiaries, engages in the provision of integrated facility, infrastructure, and mobility solutions in the United States and internationally.
Market Cap
$2.6B
Pitch Price
$51.99
Price Target
100.00 (+114%)
Dividend
2.52%
EV/EBITDA
7.07
P/E
22.82
EV/Sales
0.48
Sector
Commercial Services and Supplies
Category
growth
ABM Industries Incorporated - $ABM
ABM: Services provider w/ 60% revenue from janitorial business. Investing in EV/microgrid infrastructure. Trades at 9.5x NTM EV/EBITDA. Bull case: $75 PT on FCF inflection post-ERP investment, margin expansion to 7%, Technical Solutions growth (10-15% vs flat legacy). 19% IRR to $100 by FY29. Risks: unions, competition, acquisition execution.
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