UNVR

Univar Inc

Industrial/Transportation


Presented:05/10/2017
Price:$31.43
Cap:$4.43B
Current Price:$36.14
Cap:$6.09B

Presented

Date05/10/2017
Price$31.43
Market Cap$4.43B
Ent Value$7.06B
P/E RatioN/A
Book Value$6.24
Div Yield0%
Shares O/S140.80M
Ave Daily Vol880,453
Short Int1.85%

Current

Price$36.14
Market Cap$6.09B
Univar, Inc. distributes industrial and specialty chemicals. It operates its business through the following segments: Univar USA (USA), Univar Canada (Canada), Univar Europe and the Middle East and Africa (EMEA), and the Rest of the World. The USA segment supplies commodities and specialty chemicals, as well as specialized value-added services to a wide range of end markets, touching a majority of the manufacturing and industrial production sectors in the United States. The Canada segment operates as a regionally focused sales force supplying a broad offering of commodity and specialty chemicals to the local customer base. The EMEA segment leverages centralized or shared information technology systems, raw materials procurement, logistics, route operations, and the management of producer relationships where possible to benefit from economies of scale and improve cost efficiency. The Rest of the World segment manages sales offices and distribution sites in Mexico, Brazil and to a lesser extent the Asia-Pacific region. 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: Brenntag AG (BNR GR), Univar Inc (UNVR)

Highlights

The presenter is long shares of Univar (UNVR), identifying a self-help story that could lead to meaningful margin expansion. He sees 50% upside should the thesis prove correct, with 10% – 15% downside should EBITDA remain flat and multiples reach historical lows. UNVR shares could approach $50 if the upside scenario plays out, from $32 today.

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Idea Discussion

Commentor 1 - 2 weeks ago

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