Added to YB: 2026-06-09
Pitch date: 2026-06-07
E.TO [bullish]
Enterprise Group, Inc.
+2.44%
current return
Author Info
This is the official Substack of PEQUITY U&U Global Opportunities, FIL (ISIN ES0169013002), where Hugo Navarro, Fund Advisor, publishes the advisor’s letters and fund updates. Sign up for the newsletter.
Company Info
Enterprise Group, Inc., through its subsidiaries, operates as an equipment rental services company in Canada.
Market Cap
CAD 104.0M
Pitch Price
CAD 1.23
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.62
P/E
43.06
EV/Sales
3.11
Sector
Trading Companies and Distributors
Category
value
PEQUITY U&U Global Opportunities, FIL. First Advisor's Letter - Enterprise Group, Inc.
E.TO: Canadian small-cap renting gas turbines to oil/gas producers w/ strong rental unit economics. Stock halved in 2025 as flat rev/profits shifted narrative from compounder to stagnant. Variant view: top-3 client paused exploration temporarily, returning 2026 w/ new tier-1 contracts mgmt understated. Cheap w/ catalyst for rerating as growth resumes.
Read full article (1 min)