Professional
Added to YB: 2026-07-09
Pitch date: 2026-06-30
VNT [bullish]
Vontier Corporation
-1.31%
current return
Author Info
Palm Valley Capital Management was founded on the bedrock of an absolute return investment process. Our goal is to deliver an attractive return over a full market cycle, consisting of both a bull and bear market. Sign up for the newsletter.
Company Info
Vontier Corporation provides mobility ecosystem solutions worldwide. It operates through three segments: Mobility Technologies, Repair Solutions, and Environmental and Fueling Solutions.
Market Cap
$4.0B
Pitch Price
$28.90
Price Target
N/A
Dividend
0.35%
EV/EBITDA
7.95
P/E
10.06
EV/Sales
1.85
Sector
Electronic Equipment, Instruments and Components
Category
value
Palm Valley Capital Fund New Position: Vontier Corporation
VNT (new position): Fortive spinoff (2020), sells fueling equipment/payments (Gilbarco Veeder-Root, Invenco), repair tools (Matco), car wash tech (DRB). Post-EMV tailwind faded, organic growth moderated, AI/EV concerns pressure shares. Fuel-agnostic pivot, owns EV charging software. Buybacks + debt paydown; EV near spinoff low, 9x 2026 FCF.
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