Added to YB: 2026-09-14
Pitch date: 2026-09-10
ADIG [neutral]
ADI Global Distribution Inc.
Author Info
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Company Info
ADI Global Distribution Inc. operates as a distributor of security, AV, and smart living products in the United States and internationally.
Market Cap
$1.6B
Pitch Price
N/A
Price Target
31.26
Dividend
N/A
EV/EBITDA
8.04
P/E
37.35
EV/Sales
0.55
Sector
Electronic Equipment, Instruments and Components
Category
value
ADI Global Distribution: The $967 Million That Bought Its Parent a Credit Rating
ADIG (watchlist): ADI remains a watch at $20.89: the modeled 15.5% compound return is below the 20% hurdle, which requires a $17.74 entry. The commercial 70% is working, but 18% of revenue generates 42% of gross profit and is shrinking, while the $80M cost program is gross, not net. Waiting adds another quarter of evidence on margins and whether residential AV weakness is cyclical or structural.
Read full article (23 min)