Added to YB: 2025-04-03
Pitch date: 2025-02-14
REZI [bullish]
Resideo Technologies, Inc.
+65.63%
current return
Author Info
No bio for this author
Company Info
Resideo Technologies, Inc. develops, manufactures, sells, and distributes comfort, energy management, and safety and security solutions in the United States, Europe, and internationally.
Market Cap
$4.4B
Pitch Price
$21.85
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.52
P/E
-6.37
EV/Sales
1.08
Sector
Building Products
Category
growth
Resideo Technologies, Inc. - $REZI
REZI: Undervalued at 6.4-8.4x EV/EBITDA post-Snap One acquisition. CD&R invested $500M at $26.92 conversion price, plans to increase stake to 19.9%. New CEO search underway. Catalysts: Snap One synergies, CD&R involvement, improved execution. Risks: housing cycle, integration, tariffs, Honeywell liability.
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