Added to YB: 2024-03-15
Pitch date: 2024-03-15
TVK.TO [bullish]
TerraVest Industries Inc.
+137.73%
current return
Author Info
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Company Info
TerraVest Industries Inc., together with its subsidiaries, manufactures and sells goods and services in Canada, the United States, and internationally.
Market Cap
CAD 3.1B
Pitch Price
CAD 54.23
Price Target
N/A
Dividend
0.56%
EV/EBITDA
14.23
P/E
33.40
EV/Sales
2.61
Sector
Energy Equipment and Services
Category
growth
Show full summary:
Plural Investing's thesis on industrial roll-up compounder, TerraVest ($TVK.TO)
TVK.TO (TerraVest Industries): Compounder with decentralized roll-up of storage tank & boiler cos at 7x NI. Management aligned w/ 2032 options, can 15x comp at 15% CAGR. 2% organic but accretive M&A runway. 14x FCF for capital allocator CEO. terminal value risk in boilers offset by replacement cycle.
Read full article (41 min)