Added to YB: 2026-02-11
Pitch date: 2025-11-24
PRMB [bullish]
Primo Brands Corporation
+25.77%
current return
Author Info
No bio for this author
Company Info
Primo Brands Corporation operates as a branded beverage company in North America. It offers solutions through water dispensers, direct delivery of refillable/reusable bottles, pre-filled Water exchange program, and water filtration appliances, as well as operates self-service water refill stations.
Market Cap
$6.9B
Pitch Price
$14.86
Price Target
22.00 (+18%)
Dividend
2.13%
EV/EBITDA
8.82
P/E
-139.02
EV/Sales
1.87
Sector
Beverages
Category
turnaround
Primo Brands Corporation - $PRMB
PRMB: Dominant N.American water platform down 58% on integration stumble. Service rates recovered to 95% from 70s, $300M synergies by 2026 on track. Trades 6.5x 2026E EBITDA vs defensible route-based moat. New CEO Eric Foss fits turnaround profile. LBO target at current levels. 50%+ upside on synergy delivery & multiple recovery to 10x.
Read full article (8 min)