GRA

W R Grace & Co

Industrial/Transportation


Presented:09/22/2017
Price:$73.05
Cap:$5.00B
Current Price:$69.99
Cap:$4.67B

Presented

Date09/22/2017
Price$73.05
Market Cap$5.00B
Ent Value$6.36B
P/E Ratio36.71x
Book Value$5.90
Div Yield0.92%
Shares O/S68.40M
Ave Daily Vol521,623
Short Int1.98%

Current

Price$69.99
Market Cap$4.67B
W.R. Grace & Co. engages in the production and sale of chemicals and materials. It operates through two segments: Grace Catalysts Technologies and Grace Materials Technologies. The Grace Catalysts Technologies segment includes catalysts and related products and technologies used in refining, petrochemical and other chemical manufacturing applications. The Grace Materials Technologies segment includes materials, including silica-based and silica-alumina-based materials, used in coatings, consumer, industrial, and pharmaceutical applications. The company was founded by William Russell Grace in 1854 and is headquartered in Columbia, MD.

Publicly traded companies mentioned herein: Chevron Corp (CVX), Chicago Bridge & Iron Company NV (CBI), Honeywell International Inc (HON), WR Grace & Co (GRA)

Highlights

The presenter is long shares of WR Grace (GRA), speculating that the company is set to engage in an accretive acquisition. He states the catalyst industry is well-positioned for a period of accelerated M&A activity given the unusually high number of assets that could be coming to market. The presenter believes GRA can announce a 30%+ accretive acquisition before year’s end.

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Idea Discussion

Commentor 1 - 2 weeks ago

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