Professional
Added to YB: 2026-08-05
Pitch date: 2026-07-31
APG [neutral]
APi Group Corporation
-6%
current return
Author Info
No bio for this author
Company Info
APi Group Corporation provides fire and life safety, security, elevator and escalator, and specialty services worldwide.
Market Cap
$16.0B
Pitch Price
$39.49
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.51
P/E
-63.00
EV/Sales
2.26
Sector
Construction and Engineering
Category
growth
Greystone Capital Management Porfolio Holding: APi Group Corporation
APG (holding update): Fire safety/security roll-up mislabeled as cyclical project-contractor. Mgmt shifted revenue mix from ~30% to ~60% recurring inspection/service work, raising margins & cash flow, cutting cyclicality. Inspection carries ~10pts higher gross margin, monitoring ~20pts, so mix shift lifts margins near-mathematically.
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