Professional
Added to YB: 2026-03-11
Pitch date: 2026-03-09
PRM [neutral]
Perimeter Solutions, Inc.
-3.64%
current return
Author Info
No bio for this author
Company Info
Perimeter Solutions, Inc. manufactures and supplies firefighting products, electronic components, lubricant additives, and engineered machinery in the United States, Germany, and internationally.
Market Cap
$3.5B
Pitch Price
$23.92
Price Target
N/A
Dividend
N/A
EV/EBITDA
-33.03
P/E
-17.15
EV/Sales
6.15
Sector
Chemicals
Category
growth
iMGP Small Company Fund Portfolio Holding: Perimeter Solutions, Inc.
PRM (holding update): Sole supplier of aerial fire retardant; competitor exited, locked in 5yr USDA contract. Q3 rev grew despite -60% YoY acres burned via gov't aggressive posture + recurring services mix shift. Reduced volatility + competitive moat + earnings growth justify multiple expansion. New M&A platform deployment. Largest fund position.
Read full article (1 min)