Added to YB: 2026-10-07
Pitch date: 2026-10-03
EVI [neutral]
EVI Industries, Inc.
-0.36%
current return
Author Info
Company Info
EVI Industries, Inc., through its subsidiaries, engages in the distribution, sale, rental, and lease of commercial and industrial laundry and dry-cleaning equipment.
Market Cap
$246.6M
Pitch Price
$19.34
Price Target
77.20 (+301%)
Dividend
1.72%
EV/EBITDA
8.93
P/E
39.90
EV/Sales
0.68
Sector
Trading Companies and Distributors
Category
turnaround
EVI Industries. Margin inflection or fake out?
EVI (monitor): EVI’s potential margin inflection remains unproven: Q4 revenue grew 10.8% versus 10.2% for operating costs after management said much of its infrastructure build was substantially complete, but it later characterized investment as ongoing. The early-Watsco analogy fails because EVI has a different model and unresolved structural costs. The base case implies a double, within a three-year range of -12% to +300%; another quarter of operating leverage would materially strengthen the case.
Read full article (7 min)