Distributes maintenance, repair, and operating (MRO) supplies. Provides pipes, valves, fittings, and related components. Now — the numbers.
That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.
The company closed last year at a loss: costs ran above sales. The picture changes only if spending is reined in.
Average growth of 15% a year over the last 4 years. Red columns mark years that ended in a loss.
Before the clock runs out, either sales must climb sharply or new money must come in. This is the most critical line in the whole picture.
This company is not turning a profit, so the market is pricing its sales instead: 1× for every dollar of annual revenue.
Analysts' average target sits 21% above today's price.
Executives buying with their own money is usually read as confidence in the company’s future.
The stock trades below its recent peak — about 11% off the top. A pullback, not a collapse.
Over the last 4 years, sales grew about 15% a year on average.
The company sells $2.8B a year; the problem isn’t sales — it’s costs running above that number.
It met or beat analyst expectations in 7 of the last 8 quarters — consistency is a promise kept.
A loss of $89M against $2.8B in annual sales.
At the current pace of spending, the cash lasts about 1.8 years. After that, the company needs to find new money.
We don’t have a report card for this stock yet — the data isn’t mature enough to grade. No grade is information too: it means the evidence is thin.
One-line summary: few numbers, an untested story. Keep watching.