Professional
Added to YB: 2025-07-16
Pitch date: 2025-07-14
APG [bulllish]
APi Group Corporation
+23.09%
current return
Author Info
Company Info
APi Group Corporation provides fire and life safety, security, elevator and escalator, and specialty services worldwide.
Market Cap
$19.3B
Pitch Price
$35.04
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.94
P/E
-64.61
EV/Sales
2.71
Sector
Construction and Engineering
Category
growth
Bristlemoon Global Fund Portfolio new position: APi Group Corporation
APG (new position): Leading fire & life safety provider with resilient statutory services. Safety Services (74% rev) + Specialty (26%). Acquired Chubb (2022) for intl expansion. Growth: mid-single digit organic + bolt-on M&A = high-single digit rev, mid-teens EPS. Inspection-first approach creates stickiness. Insiders own 17%, though dilution a concern until Series A pref conversion in 2026.
Read full article (6 min)