Added to YB: 2026-07-28
Pitch date: 2026-07-24
PRM [neutral]
Perimeter Solutions, Inc.
-2.22%
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
$5.5B
Pitch Price
$34.08
Price Target
N/A
Dividend
N/A
EV/EBITDA
-63.33
P/E
-26.91
EV/Sales
9.61
Sector
Chemicals
Category
N/A
A Gift - Premium Perimeter Solutions Deep Dive
PRM (pass): NA aerial fire-retardant monopoly (PHOS-CHEK), ~57% GM, 40%+ adj EBITDA margin, TransDigm-style capital allocators. 2025 rev $652.9M (+16%), adj NI $206.7M/$1.34 EPS. But Founders' Fee took $435M (GAAP loss -$206.4M), heavy dilution thru 2031, M&A outside core. Too hard pile; base case CAGR uninspiring (-3.3% bear/15.3% bull).
Read full article (20 min)