EVI Industries Inc Dossier
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SectorIndustrials IndustryTrading Companies & Distributors Beta (adjusted)0.35 Intrinsic Value $27.49median of 6 methods · middle span $22-$253based on filings through 31 Mar 2026 Market Price $19.29Price as of 1 Oct 2026 UndervaluedIntrinsic value is 43% above the market price −50% · IV below pricenear fair value ±15%IV above price · +50% Data confidence Sign in to view data confidence Market Cap $248.4M Enterprise Value $304.1M Shares Outstanding 12.9M diluted Next Earnings Date9 Nov 2026 Last ex-dividend25 Sep 2025 All prices and values are periodic snapshots, not live quotes. Source dates are shown for reference. ThesisStreet consensus, scenarios, merits, risks, and invalidation triggers Thesis Summary EVI Industries, Inc. (EVI) is a leading value-added distributor of commercial laundry products and provider of technical installation and maintenance services in North America. Under its long-term 'buy-and-build' strategy, the company has consolidated a highly fragmented industry, achieving a 29% revenue CAGR since 2016. While recent earnings have been temporarily depressed by weather-related installation delays and elevated SG&A investments in technology, the underlying demand remains robust with a backlog exceeding $150 million. The recent stock pullback presents an attractive entry point for long-term investors to acquire a high-quality consolidator trading at a significant discount to its historical multiples and consensus price targets. This section is the 12-month view: analyst targets and the probability-weighted scenarios built from them. The intrinsic value at the top of this page answers a different question: what the business is worth today. Street view · analyst 12-month targets Low · most bearish analyst$32.00 Mean target$32.00 High · most bullish analyst$32.00 Our research · scenarios, merits, risks, and invalidation triggersResearch as of 20 Jun 2026 Scenarios · 12-month scenario targets Bear CaseDownside scenario Persistent integration challenges and elevated SG&A costs continue to depress operating margins and cash flow conversion. Further macroeconomic headwinds or supply chain disruptions delay project completions, causing inventory to remain elevated and locking up working capital. Base CaseCentral scenario The company successfully clears its installation backlog in the coming quarters, converting committed inventory into high-margin service and equipment revenue. Ongoing investments in enterprise-wide technology (CRM, e-commerce, and field service platforms) begin to yield operating leverage, expanding EBIT and EBITDA margins. The buy-and-build strategy continues with disciplined, low-leverage acquisitions. Bull CaseUpside scenario EVI's expansion into the consumer garment care services industry via the acquisition of Sudsies opens a massive, highly profitable, and recurring multibillion-dollar market. This new division leverages EVI's deep operational expertise and buy-and-build playbook to scale a national consumer platform, complementing its core commercial laundry business. Scenarios are anchored to street consensus at the research date, with our probabilities and rationale. Key Investment Merits
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Thesis Invalidation Triggers
All scenarios are estimates and subject to change. Past performance is not indicative of future results. Quality Pillars MembersThis section is available to registered members. Create a free account or sign in to unlock the full breakdown. Explore this dossierValuationIntrinsic value, the six-method breakdown, peer medians, and your assumptions sandbox.Financial SnapshotRevenue, profitability, returns, balance sheet, dividends, and the filing-level detail.Qualitative AnalysisBusiness overview, strategic initiatives, and mergers, acquisitions & partnerships.Outlook & Key DatesForward estimates, reporting calendar, and the monitoring framework. |