Added to YB: 2026-03-26
Pitch date: 2026-03-24
PRM [neutral]
Perimeter Solutions, Inc.
-3.2%
current return
Author Info
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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
$3.2B
Pitch Price
$22.51
Price Target
N/A
Dividend
N/A
EV/EBITDA
-30.01
P/E
-15.36
EV/Sales
5.59
Sector
Chemicals
Category
growth
Zero Trades in 3 Weeks. That's the Point. - Perimeter Solutions, Inc.
PRM (holding update): Industrial compounder misunderstood as fire retardant co. FY25 rev +16% to $653M, adj EBITDA +18% to $332M (51% margin), EPS $1.34 (+21%). Fire Safety less cyclical via fixed contracts vs volume-based. Jan MMT acquisition ($685M, $140M rev, $50M EBITDA) adds recurring aftermarket rev in med device machinery. Pro-forma EBITDA $382M+ run-rate. CEO targets PE-like 15%+ returns via decentralized ops & M&A. 3.0x leverage, room for more deals. Stock -13% on GAAP loss from legacy comp fees, but adj net income $207M. 20%+ EBITDA CAGR.
Read full article (4 min)