Added to YB: 2026-09-23
Pitch date: 2026-07-06
BV [bullish]
BrightView Holdings, Inc.
-30.07%
current return
Author Info
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Company Info
BrightView Holdings, Inc., through its subsidiaries, provides commercial landscaping services in the United States.
Market Cap
$986.2M
Pitch Price
$14.50
Price Target
19.00 (+78%)
Dividend
N/A
EV/EBITDA
6.47
P/E
-44.75
EV/Sales
0.89
Sector
Commercial Services and Supplies
Category
turnaround
BrightView Holdings, Inc. - $BV
BV: BrightView’s 2.5-year turnaround has produced the long-awaited core-land inflection: fiscal 2Q26 growth reached 4%, retention recovered to 85%, and two-thirds of the book is contracted through FY26 at 3% growth. Normalizing fleet capex should lift FY27 free cash flow to $160-190 million, supporting a re-rating from ~7.5x FY26 EBITDA to 10x and a $19 base value versus $12.75 currently. The key risk is growth returning toward flat.
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