Added to YB: 2026-10-14
Pitch date: 2026-10-12
ADIG [neutral]
ADI Global Distribution Inc.
-5.36%
current return
Author Info
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Company Info
ADI Global Distribution Inc. operates as a distributor of security, AV, and smart living products in the United States and internationally.
Market Cap
$1.3B
Pitch Price
$16.59
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.16
P/E
30.37
EV/Sales
0.49
Sector
Electronic Equipment, Instruments and Components
Category
special_situation
Monday Delight: 12/10/2026 - ADI Global Distribution Inc
ADIG (overview): ADI Global Distribution is a post-spin margin-mix thesis trading at roughly 7x EV/EBITDA versus WESCO at ~15x. Its Exclusive Brands and digital-channel mix is growing and carries disclosed margin and retention premiums, but the valuation gap remains unproven amid an apparent first-quarter EBITDA miss. The next two quarters against FY2026 guidance will indicate whether the cost program is working; no named executive or director has bought shares on the open market since the spin despite the 42% decline.
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