Added to YB: 2025-10-27
Pitch date: 2025-09-08
GEO [bullish]
The GEO Group, Inc.
-17.74%
current return
Author Info
No bio for this author
Company Info
The GEO Group, Inc. (NYSE: GEO) is a leading diversified government service provider, specializing in design, financing, development, and support services for secure facilities, processing centers, and community reentry centers in the United States, Australia, South Africa, and the United Kingdom.
Market Cap
$2.1B
Pitch Price
$20.46
Price Target
45.50 (+170%)
Dividend
N/A
EV/EBITDA
8.24
P/E
9.02
EV/Sales
1.39
Sector
Commercial Services and Supplies
Category
growth
The GEO Group, Inc. - $GEO
GEO: Daily ICE arrests now exceed deportations (~1000 vs 730/day), driving electronic monitoring demand. Best positioned for ISAP V contract targeting 313k monitored (vs 183k current), implying $650M-826M revenue. Idle facilities tied to existing RFPs; budget now available, only awaiting Noem approval. 2026 EBITDA est $775M at 10x = $45.50 target.
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