Added to YB: 2026-02-11
Pitch date: 2025-11-24
PRMB [bullish]
Primo Brands Corporation
+56.24%
current return
Author Info
No bio for this author
Company Info
Primo Brands Corporation operates as a branded beverage company in North America. It offers bottle water solutions and water filtration services; and premium spring and sparkling water, purified water, self-service refill drinking water, flavored and enhanced beverages, water dispensers, and filtration equipment.
Market Cap
$8.5B
Pitch Price
$14.78
Price Target
22.00 (-5%)
Dividend
2.05%
EV/EBITDA
9.40
P/E
124.24
EV/Sales
2.09
Sector
Beverages
Category
turnaround
Primo Brands Corporation - $PRMB
PRMB: Dominant N.American water platform down 58% on integration stumble. Service rates recovered to 95% from 70s, $300M synergies by 2026 on track. Trades 6.5x 2026E EBITDA vs defensible route-based moat. New CEO Eric Foss fits turnaround profile. LBO target at current levels. 50%+ upside on synergy delivery & multiple recovery to 10x.
Read full article (8 min)