Added to YB: 2026-02-12
Pitch date: 2026-02-11
APG [bullish]
APi Group Corporation
-2.29%
current return
Author Info
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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
$19.3B
Pitch Price
$45.45
Price Target
49.35 (+11%)
Dividend
N/A
EV/EBITDA
20.50
P/E
123.65
EV/Sales
2.85
Sector
Construction and Engineering
Category
growth
The Safety First Surge: $2 Million Trade on APi Group ($APG)
APG: $2.4M institutional bet (5,500 Jul'26 $45 calls @ $4.35, break-even $49.35) on continued breakout from $45.37. 70% rev from recession-proof fire/safety services w/ statutory demand. Targeting 60%+ ISM (high-margin recurring) by 2028. CertaSite acquisition completed Feb 2nd adds Midwest footprint & margin accretion. $726M FCF est., 17% YoY EPS growth Q4. UBS/Citi targets $49-50. Trade captures Q4/Q1 earnings + seasonal infrastructure tailwinds. 10/16/60 framework: 10% rev growth, 16% EBITDA margin, 60% recurring rev.
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