Added to YB: 2026-09-04
Pitch date: 2026-09-02
PRM [bullish]
Perimeter Solutions, Inc.
+2.63%
current return
Author Info
No bio for this author
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
$5.0B
Pitch Price
$31.23
Price Target
N/A
Dividend
N/A
EV/EBITDA
-23.19
P/E
-13.89
EV/Sales
8.27
Sector
Chemicals
Category
growth
Perimeter Solutions: Copying a 3000-Bagger
PRM: Perimeter is pitched as a smaller, sector-agnostic TransDigm, with TransDigm co-founder and former CEO Nick Howley as co-chairman. Perimeter is the only company supplying fire retardants to the U.S. Forest Service; those mission-critical products represent just 3% of suppression costs, supporting pricing power and historical 3-4% annual increases. Revenue is expected to exceed $800M in 2026, but the unusually rich founder compensation plan — a $435M 2025 expense against $653M of revenue — is a serious shareholder cost.
Read full article (8 min)