Added to YB: 2026-07-15
Pitch date: 2026-07-13
GEO [bullish]
The GEO Group, Inc.
-2.04%
current return
Author Info
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Company Info
The GEO Group, Inc. is a leading diversified government service provider, specializing in design, financing, development, and support services for secure facilities, processing centers, and community reentry centers in the United States, Australia, South Africa, and the United Kingdom.
Market Cap
$4.0B
Pitch Price
$30.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.80
P/E
15.26
EV/Sales
2.03
Sector
Commercial Services and Supplies
Category
value
The Prison Stock Quietly Running a Surveillance-Tech Empire - $GEO
GEO: Private prison co pivoting to surveillance/monitoring via BI/ISAP (260K on e-monitoring, GPS trackers +183% YTD, ~$1B ICE contract). Q1'26 rev $705M (+17%), adj EBITDA $131M (+32%), beat guidance; raised FY26 guide twice. Trades mid-single EBITDA vs NAV ~$46/sh at $16.81. Risk: 48% rev from ICE, political/legal (Nwauzor SCOTUS). $359M buyback left.
Read full article (6 min)