Professional
Added to YB: 2025-07-16
Pitch date: 2025-07-14
APG [bulllish]
APi Group Corporation
-1.11%
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
$14.3B
Pitch Price
$35.04
Price Target
N/A
Dividend
N/A
Sector
Construction and Engineering
Category
growth
Bristlemoon Global Fund Portfolio new position: APi Group Corporation
APG (new position): Leading fire & life safety provider with resilient statutory services. Safety Services (74% rev) + Specialty (26%). Acquired Chubb (2022) for intl expansion. Growth: mid-single digit organic + bolt-on M&A = high-single digit rev, mid-teens EPS. Inspection-first approach creates stickiness. Insiders own 17%, though dilution a concern until Series A pref conversion in 2026.
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