Added to YB: 2025-11-25
Pitch date: 2025-11-21
NVRI [bullish]
Enviri Corporation
+4.26%
current return
Author Info
No bio for this author
Company Info
Enviri Corporation provides environmental solutions for industrial and specialty waste streams in the United States and internationally.
Market Cap
$1.4B
Pitch Price
$17.60
Price Target
30.00 (+63%)
Dividend
N/A
EV/EBITDA
10.40
P/E
-8.58
EV/Sales
1.34
Sector
Commercial Services and Supplies
Category
special_situation
Unlocking Value: NVRI’s Clean Earth Sale and the $30/Share Thesis
NVRI: Selling Clean Earth to Veolia for $3B (18x 2025 EBITDA) yields $15.5/share cash. RemainCo keeps Harsco Environmental ($85M avg EBITDA-CapEx) & Rail (loss-making now, $30M EBITDA potential post-contracts). At 6x/4x multiples, residual worth ~$15/share. Total value ~$30/share ($15 cash + $15 assets).
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