Added to YB: 2026-09-15
Pitch date: 2026-09-12
PRM [neutral]
Perimeter Solutions, Inc.
+0.64%
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
$5.2B
Pitch Price
$31.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
-23.93
P/E
-14.44
EV/Sales
8.54
Sector
Chemicals
Category
growth
Company a Day #54: Perimeter Solutions
PRM (deep dive): Perimeter Solutions’ core Fire Safety franchise combines qualified PHOS-CHEK retardants with equipment, personnel and emergency logistics serving roughly 150 North American tanker bases, creating a more defensible platform than a conventional specialty-chemical supplier. Fluorine-free foam conversion and expansion into niche industrial businesses offer additional growth, but the thesis requires first preserving the never-fail wildfire network and second proving disciplined capital allocation beyond fire safety.
Read full article (29 min)