UNVR

Univar Inc

Industrial/Transportation


Presented:05/10/2018
Price:$26.57
Cap:$3.77B
Current Price:$36.14
Cap:$6.09B

Presented

Date05/10/2018
Price$26.57
Market Cap$3.77B
Ent Value$6.82B
P/E Ratio23.1x
Book Value$8.25
Div Yield0%
Shares O/S142.00M
Ave Daily Vol964,641
Short Int4.05%

Current

Price$36.14
Market Cap$6.09B
Univar, 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: Brenntag AG (BNR GR), Univar Inc (UNVR)

Highlights

The presenter is long shares of Univar (UNVR), seeing improving margins as new management takes over to address historic mismanagement. UNVR stands to benefit from a more favorable macro climate while addressing its own sales force issues, and the presenter sees over 20% upside from current levels as EBITDA grows.

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Idea Discussion

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