Professional
Added to YB: 2024-05-03
Pitch date: 2024-04-27
HEES [bullish]
H&E Equipment Services, Inc.
+54.5%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
H&E Equipment Services, Inc. operates as an integrated equipment services company in the United States and internationally.
Market Cap
$3.3B
Pitch Price
$58.07
Price Target
140.00 (+56%)
Dividend
1.23%
Sector
Trading Companies and Distributors
Category
value
Show full summary:
Choice Equities Capital Portfolio Holding: H&E Equipment Services, Inc.
HEES: #4 equipment rental co. poised for growth. Focused on Sun Belt, proven M&A track record (10% branch CAGR). Industry consolidating (top 4 ~40% share), IIJA & IRA spending to drive secular growth. Trades at 5x EBITDA (3-turn discount to peers), $115-$140 PT on execution & re-rating.
Read full article (2 min)