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Added to YB: 2025-03-21

Pitch date: 2025-03-19

ALTG [bullish]

Alta Equipment Group Inc.

-4.48%

current return

Author Info

Company Info

Alta Equipment Group Inc. owns and operates integrated equipment dealership platforms in the United States and Canada.

Market Cap

$169.6M

Pitch Price

$5.58

Price Target

14.51 (+156%)

Dividend

4.42%

Sector

Trading Companies and Distributors

Category

value

Show full summary:
A Little Industrial Trading at 1x 2025 EBITDA: Alta Equipment Group (Reprise) $ALTG

ALTG: Construction equipment dealership rollup at $174M mkt cap, vs. $175-190M 2025 EBITDA guidance. Founder-led, 17% insider ownership. 16 acquisitions since 2020 IPO at 4-5x EBITDA. Recession-resistant parts/service revenue. 2024 trough year, expecting 2025 growth. Debt paydown priority. $10.97 PT for 2025, $14.51 for 2026. Reshoring beneficiary.

Read full article (6 min)