HDS

HD Supply Holdings Inc.

Industrial/Transportation


Presented:10/29/2013
Price:$21.68
Cap:$4.16B
Current Price:$55.99
Cap:$8.69B

Presented

Date10/29/2013
Price$21.68
Market Cap$4.16B
Ent Value$9.74B
P/E Ratio191.16x
Book ValueN/A
Div YieldN/A
Shares O/S192.08M
Ave Daily Vol1,440,000
Short Int1.41%

Current

Price$55.99
Market Cap$8.69B
HD Supply Holdings, Inc. operates as an industrial distribution company in North America. The company operates in Facilities Maintenance, Waterworks, Power Solutions, White Cap, and Corporate & Other segments. The company distributes maintenance, repair, and operations products, including electrical and lighting items, plumbing products, HVAC products, appliances, janitorial supplies, hardware, kitchen and bath cabinets, window coverings, textiles and guest amenities, healthcare maintenance, and water and wastewater treatment products; and water and wastewater transmission products comprising pipes, fittings, valves, hydrants, meters, fire-protection systems, storm drains, and hydrants, as well as offers fusion machine rental, and valve testing and repair services. It also provides wires and cables, transformers, transmission and distribution hardware, switches, protective devices and underground distribution, and connectors for the construction or maintenance, and repair of electricity transmission and substation distribution infrastructure; and electrical wires and cables, switchgear, supplies, lighting, and conduits for non-residential and residential construction. In addition, the company distributes tilt-up brace systems, forming and shoring systems, concrete chemicals, tools, rebar, ladders, safety and fall arrest equipment, specialty screws and fasteners, sealants and adhesives, geo-synthetics, erosion and sediment control equipment, and other engineered materials, as well as rope and chain accessories, construction supplies, windows, floorings, and countertops. It serves contractors, government entities, maintenance professionals, home builders, and industrial businesses in the infrastructure and energy, maintenance, repair and improvement, and specialty construction markets. The company was formerly known as HDS Investment Holding, Inc. and changed its name to HD Supply Holdings, Inc. in April 2013. HD Supply Holdings, Inc. is based in Atlanta, Georgia.

Highlights

HD Supply (HDS) was formerly a business unit of Home Depot’s, and was sold to Bain Capital, the Carlyle Group and Clayton Dubilier & Rice in 2007 for $8.5 billion. Today, the industrial distribution company has just over a $4 billion market cap, and is well-positioned to benefit from an eventual recovery of the commercial construction industry, said the presenter. He is long shares of HDS, which he believes are undervalued relative to its closest peers and “very cheap” looking out over the next two years.

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