Added to YB: 2026-07-13
Pitch date: 2026-05-08
BCO [bullish]
The Brink's Company
-2.29%
current return
Author Info
No bio for this author
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
$4.3B
Pitch Price
$106.69
Price Target
240.00 (+130%)
Dividend
0.98%
EV/EBITDA
6.23
P/E
24.27
EV/Sales
1.36
Sector
Commercial Services and Supplies
Category
special_situation
The Brink's Company - $BCO
BCO: Post-NCR Atleos $6.6B deal (closes Q1'27), stock -20% on merger-arb short pressure & capital allocation shift (leverage >3x, buybacks to debt paydown)—non-fundamental selling. $200M synergies (conservative), AMS/DRS growth, geographic expansion. 2029E EBITDA ~$2.45B, ~$20/sh FCF. PT $170-240.
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