Professional
Added to YB: 2026-04-30
Pitch date: 2026-04-28
BCO [bullish]
The Brink's Company
-1.19%
current return
Author Info
Alex is an MBA from Columbia Business School, Value Investing Program that invests in global stocks. Sign up for the newsletter.
Company Info
The Brink's Company provides cash and valuables management, digital retail solutions (DRS), and automated teller machines (ATM) managed services in North America, Latin America, Europe, and internationally.
Market Cap
$4.4B
Pitch Price
$108.63
Price Target
N/A
Dividend
0.95%
EV/EBITDA
6.34
P/E
22.72
EV/Sales
1.41
Sector
Commercial Services and Supplies
Category
special_situation
Rome Capital New Position: The Brink's Company
BCO (new position): World's largest cash mgmt co (53 countries, 100K+ ATMs). Acquiring NATL - top competitor in ATM managed services. $200M+ annual synergies from internalizing CIT costs, improving route density, cross-selling DRS smart-safes. ~28% AMS rev growth 2023-25. Mgmt delivered 20%+ annualized returns since 2016 turnaround. Stock fell $135→$100 on deal announcement over leverage concerns despite ~40% stock consideration. Asymmetric setup: deal close = growth acceleration; deal break = stock recovery as concerns dissipate.
Read full article (2 min)