UNVR

Univar Inc

Industrial/Transportation


Presented:12/06/2019
Price:$23.98
Cap:$4.04B
Current Price:$36.14
Cap:$6.09B

Presented

Date12/06/2019
Price$23.98
Market Cap$4.04B
Ent Value$6.55B
P/E RatioN/A
Book Value$10.35
Div Yield0%
Shares O/S168.62M
Ave Daily Vol1,743,116
Short Int5.85%

Current

Price$36.14
Market Cap$6.09B
Univar Solutions, Inc. is a chemical and ingredients distributor and provider of specialty services. It operates thought the following businesses: Chemistry Distribution, Industries, Products, and Innovative Services. The Chemistry Distribution business is a global chemical and ingredient distributor, and value-added service provider. The Industries business serves a diverse set of end markets and regions around the world in a number of focus industries, such as personal care, food ingredients, energy, and pharma ingredients. The Products business provides a vast portfolio of over 4,500 chemical products to customers in a diverse range of industries. The Innovative Services business includes ChemCare, ChemPoint, Fort Storage, Global Supply Chain & Export Services, Magnablend, and Mini-Bulk. The company was founded by George van Waters and Nat Rogers on August 8, 1924 and is headquartered in Downers Grove, IL.

Publicly traded companies mentioned herein: Univar Solutions (UNVR)

Highlights

The presenter is long shares of Univar Solutions (UNVR), the largest chemical distributor in North America. He believes that UNVR can capture additional market share in the chemical distribution industry, expand margins through business mix shifts, and realize significant synergies from the acquisition of Nexeo Solutions. The company currently has a market cap of ~$4B / EV of ~$7B, and the stock is trading at ~9.5x forward EBITDA. 

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Idea Discussion

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