Added to YB: 2024-12-16
Pitch date: 2024-12-10
VVV [bullish]
Valvoline Inc.
-15.89%
current return
Author Info
Company Info
Valvoline Inc. engages in the operation and franchising of vehicle service centers and retail stores in the United States and Canada.
Market Cap
$4.2B
Pitch Price
$39.53
Price Target
83.58 (+156%)
Dividend
N/A
EV/EBITDA
11.28
P/E
15.26
EV/Sales
3.24
Sector
Specialty Retail
Category
growth
Valvoline, Inc. (NYSE: VVV) - Long
VVV: Long with $83.58 PT (+94%, 21% IRR) by Sept 2027. Bull case: 1) White space growth to 3,500+ units, 2) EV-resistant terminal value, 3) Strong cash flow & buybacks. 20%+ unlevered IRR per unit. HSD/LDD comps. DIY to DIFM shift. Risks: competition, oil change frequency, EV adoption. Base case: +10% unit growth, +8% SSS, 27% EBITDA margins, 25% EPS growth.
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