Professional
Added to YB: 2024-07-15
Pitch date: 2024-07-10
TVK.TO [bullish]
TerraVest Industries Inc.
+108.96%
current return
Author Info
No bio for this author
Company Info
TerraVest Industries Inc. manufactures and sells goods and services to agriculture, mining, energy production and distribution, chemical, utilities, transportation and construction, and other markets in Canada, the United States, and internationally.
Market Cap
CAD 2.7B
Pitch Price
CAD 73.41
Price Target
N/A
Dividend
0.56%
EV/EBITDA
15.95
P/E
31.96
EV/Sales
3.12
Sector
Energy Equipment and Services
Category
growth
Alphyn Capital Management New Position: TerraVest Industries Inc.
TVK.TO: Storage tank/boiler rollup at 15x FCF. 21% ROIC, 28% EBITDA CAGR since 2013. 20 acquisitions @ 5.5x FCF, improved to 4.1x post-deal. 25% insider ownership. Risks: energy cyclicality, propane decline. Growth in biogas/LNG/hydrogen. Long runway for M&A. Recent price run-up on investor attention.
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