Added to YB: 2026-08-05
Pitch date: 2026-08-03
CWCO [bullish]
Consolidated Water Co. Ltd.
+1.22%
current return
Author Info
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Company Info
Consolidated Water Co. Ltd., together with its subsidiaries, supplies potable water, treats wastewater and water for reuse, and provides water-related products and services in the Cayman Islands, the Bahamas, the United States, and the British Virgin Islands.
Market Cap
$472.8M
Pitch Price
$29.46
Price Target
N/A
Dividend
1.90%
EV/EBITDA
13.87
P/E
27.12
EV/Sales
2.76
Sector
Water Utilities
Category
value
The 8,717-Customer Water Monopoly Sitting On a $204 Million Desalination Bet- $CWCO
CWCO: Grand Cayman water monopoly (8,717 customers) just won 25yr license (to 2051) after 8yr fight; only ~1-2% rev hit. Debt-free, $126M cash, $204M Hawaii desal build + $10.1M Aerex order. Trades 27x TTM P/E, 14.4x EV/EBITDA, 11.6% ROIC. Risks: lumpy mfg, Bahamas receivables, wet-weather retail.
Read full article (9 min)