Added to YB: 2026-08-19
Pitch date: 2026-05-30
VSEC [bullish]
VSE Corporation
Author Info
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Company Info
VSE Corporation engages in providing aviation aftermarket parts distribution and maintenance, repair, and overhaul services for air transportation assets for commercial and government markets.
Market Cap
$6.8B
Pitch Price
N/A
Price Target
246.00
Dividend
0.17%
EV/EBITDA
33.52
P/E
74.46
EV/Sales
5.70
Sector
Aerospace and Defense
Category
value
VSE Corporation - $VSEC
VSEC: Pure-play aviation aftermarket distribution/MRO post divestitures. At $185, market prices standalone biz at fair value, giving accretive M&A roll-up free. Aging fleet tailwinds, PAG deal (13.5x EBITDA) drives $1.1bn to $2bn+ rev by 2027, margins 16.4% to 20%+. PT $246 (33% upside), bull $340, downside $150. Catalysts: M&A, synergy upside, takeout. HEICO/TDG playbook.
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