Added to YB: 2026-03-30
Pitch date: 2026-01-31
NVRI [bullish]
Enviri Corporation
-0.37%
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
$1.5B
Pitch Price
$18.90
Price Target
33.00 (+75%)
Dividend
N/A
EV/EBITDA
10.75
P/E
-9.26
EV/Sales
1.41
Sector
Commercial Services and Supplies
Category
special_situation
Enviri Corporation - $NVRI
NVRI: Clean Earth sale to Veolia yields $14.50-$16.50/share cash (mgmt guides high end, close mid-2026) + SpinCo (Harsco Environmental + Rail) worth ~$16/share by end-2027 at 7x normalized 2028 EBITDA ($210M Environmental, $30M Rail). Current $19 implies SpinCo <$3/share on trough earnings. Upside $32-33 (+71%), downside $16 (-13%). European CBAM tailwind for steel services.
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