Added to YB: 2026-05-20
Pitch date: 2026-05-17
PRM [neutral]
Perimeter Solutions, Inc.
+2.15%
current return
Author Info
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Company Info
Perimeter Solutions, Inc. manufactures and supplies firefighting products, electronic components, lubricant additives, and engineered machinery in the United States, Germany, and internationally.
Market Cap
$5.4B
Pitch Price
$33.03
Price Target
N/A
Dividend
N/A
EV/EBITDA
-62.57
P/E
-26.51
EV/Sales
9.49
Sector
Chemicals
Category
growth
PORTFOLIO UPDATE +218% - Perimeter Solutions, Inc.
PRM (holding update): Fire safety & specialty chem co, rev $125.1M (+74% YoY), adj EBITDA $41.2M (+128% YoY). Secured $500M DLA suppressants contract thru 2028 & 5-yr CAL FIRE retardant deal w/ pricing escalators. Stock +156% from author's $13 entry, now $33.23. Thesis: wildfire severity rising, govt budgets growing, dominant retardant supplier w/ regulatory moat. Q2 seasonal peak ahead, FY EPS est $1.41 likely to rise.
Read full article (3 min)