Added to YB: 2026-09-24
Pitch date: 2026-09-21
ARKO [bullish]
Arko Corp.
+1.4%
current return
Author Info
No bio for this author
Company Info
Arko Corp., through its subsidiary, operates a chain of convenience stores in the United States. It operates through four segments Retail, Wholesale, Fleet Fueling, and GPMP segments.
Market Cap
$473.4M
Pitch Price
$4.29
Price Target
N/A
Dividend
2.84%
EV/EBITDA
6.12
P/E
52.14
EV/Sales
0.40
Sector
Specialty Retail
Category
value
ARKO. 3x Owner’s Earnings multiple, 21% ROCE, Founders involved and large shareholders, Stake in a public company>market cap. Superb Capital Allocators
ARKO: Arko appears deeply undervalued at $4.22: its $473M market cap equals roughly 3x 2025 owner’s earnings, while its 73.6% economic interest in APC is worth $657M. Dealerization and investment in high-return stores and cardlocks support an estimated $283M-$295M of 2028 EBITDA, putting the market cap below 2x that figure. Key risks are leverage, interest rates, lease obligations and execution.
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