(PRM) Perimeter Solutions - Overview
Sector: Basic Materials | Industry: Specialty Chemicals | Exchange: NYSE (USA) | Market Cap: 5.541m USD | Total Return: 163.8% in 12m
Avg Turnover: 42.2M
Qual. Beats: 0
Rev. Trend: 95.7%
Qual. Beats: 0
Warnings
Interest Coverage Ratio -3.8 is critical
Altman Z'' -1.07 < 1.0 - financial distress zone
Below Avwap Earnings
Tailwinds
Leader
Perimeter Solutions SA (PRM) is a global manufacturer specializing in firefighting chemicals and specialty industrial products. The company operates through two primary segments: Fire Safety, which supplies retardants and foams to government and commercial entities, and Specialty Products, which focuses on lubricant additives and engineered machinery for the medical and energy sectors.
The business model relies heavily on long-term contracts with government agencies for wildfire suppression, creating a seasonal revenue cycle tied to fire activity. In the specialty chemicals sector, the production of phosphorus pentasulfide serves as a critical precursor for high-performance engine lubricants and agricultural chemicals. For a deeper look into these segment fundamentals, investors may find additional data on ValueRay.
Headquartered in Missouri, the firm maintains a diverse manufacturing footprint across the United States and Germany. Its engineered machinery division provides specialized automation solutions for the production of complex medical devices, including catheters and guidewires.
- Wildfire season severity and duration dictate federal fire retardant procurement volume
- Phosphorus pentasulfide pricing and lubricant additive demand impact specialty segment margins
- US Forest Service contract renewals and regulatory approval status influence long-term revenue
- Raw material cost fluctuations for ammonium phosphates affect fire safety profitability
- Expansion into electric battery technologies and medical device manufacturing diversifies revenue streams
| Net Income: -190.1m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.03 > 0.02 and ΔFCF/TA -5.20 > 1.0 |
| NWC/Revenue: 38.15% < 20% (prev 54.31%; Δ -16.17% < -1%) |
| CFO/TA 0.04 > 3% & CFO 132.1m > Net Income -190.1m |
| Net Debt/EBITDA: error (EBITDA <= 0) |
| Current Ratio: 3.09 > 1.5 & < 3 |
| Outstanding Shares: last quarter (165.1m) vs 12m ago 5.33% < -2% |
| Gross Margin: 53.15% > 18% (prev 0.57%; Δ 5.26k% > 0.5%) |
| Asset Turnover: 25.35% > 50% (prev 23.86%; Δ 1.49% > 0%) |
| Interest Coverage Ratio: -3.82 > 6 (EBITDA TTM -136.1m / Interest Expense TTM 53.8m) |
| A: 0.09 (Total Current Assets 398.2m - Total Current Liabilities 128.9m) / Total Assets 3.16b |
| B: -0.23 (Retained Earnings -720.2m / Total Assets 3.16b) |
| C: -0.07 (EBIT TTM -205.8m / Avg Total Assets 2.78b) |
| D: -0.37 (Book Value of Equity -733.1m / Total Liabilities 1.96b) |
| Altman-Z'' = -1.07 = CCC |
| DSRI: 1.39 (Receivables 87.5m/51.3m, Revenue 705.9m/574.0m) |
| GMI: 1.06 (GM 53.15% / 56.54%) |
| AQI: 1.03 (AQ_t 0.83 / AQ_t-1 0.80) |
| SGI: 1.23 (Revenue 705.9m / 574.0m) |
| TATA: -0.10 (NI -190.1m - CFO 132.1m) / TA 3.16b) |
| Beneish M = -2.57 (Cap -4..+1) = A |
As of May 23, 2026, the stock is trading at USD 31.40 with a total of 842,351 shares traded.
Over the past week, the price has changed by -6.41%,
over one month by +1.47%,
over three months by +18.75% and
over the past year by +163.78%.
Perimeter Solutions has received a consensus analysts rating of 4.50. Therefore, it is recommended to buy PRM.
- StrongBuy: 1
- Buy: 1
- Hold: 0
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 37 | 17.8% |
P/S = 7.8501
P/B = 4.5681
Revenue TTM = 705.9m USD
EBIT TTM = -205.8m USD
EBITDA TTM = -136.1m USD
Long Term Debt = 1.21b USD (from longTermDebt, last quarter)
Short Term Debt = unknown (none)
Debt = 1.41b USD (from shortLongTermDebtTotal, last quarter) + Leases 45.2m
Net Debt = 1.32b USD (calculated: Debt 1.41b - CCE 91.6m)
Enterprise Value = 6.86b USD (5.54b + Debt 1.41b - CCE 91.6m)
Interest Coverage Ratio = -3.82 (Ebit TTM -205.8m / Interest Expense TTM 53.8m)
EV/FCF = 79.76x (Enterprise Value 6.86b / FCF TTM 86.0m)
FCF Yield = 1.25% (FCF TTM 86.0m / Enterprise Value 6.86b)
FCF Margin = 12.19% (FCF TTM 86.0m / Revenue TTM 705.9m)
Net Margin = -26.93% (Net Income TTM -190.1m / Revenue TTM 705.9m)
Gross Margin = 53.15% ((Revenue TTM 705.9m - Cost of Revenue TTM 330.7m) / Revenue TTM)
Gross Margin QoQ = 22.54% (prev 59.94%)
Tobins Q-Ratio = 2.17 (Enterprise Value 6.86b / Total Assets 3.16b)
Interest Expense / Debt = 1.73% (Interest Expense 24.4m / Debt 1.41b)
Taxrate = 21.0% (US default 21%)
NOPAT = -162.5m (EBIT -205.8m * (1 - 21.00%)) [loss with tax shield]
Current Ratio = 3.09 (Total Current Assets 398.2m / Total Current Liabilities 128.9m)
Debt / Equity = 1.17 (Debt 1.41b / totalStockholderEquity, last quarter 1.20b)
Debt / EBITDA = -9.70 (negative EBITDA) (Net Debt 1.32b / EBITDA -136.1m)
Debt / FCF = 15.34 (Net Debt 1.32b / FCF TTM 86.0m)
Total Stockholder Equity = 1.16b (last 4 quarters mean from totalStockholderEquity)
RoA = -6.83% (Net Income -190.1m / Total Assets 3.16b)
RoE = -10.13% (Net Income TTM -190.1m / Total Stockholder Equity 1.88b)
RoCE = -6.67% (EBIT -205.8m / Capital Employed (Equity 1.88b + L.T.Debt 1.21b))
RoIC = -5.52% (negative operating profit) (NOPAT -162.5m / Invested Capital 2.94b)
WACC = 7.92% (E(5.54b)/V(6.95b) * Re(9.59%) + D(1.41b)/V(6.95b) * Rd(1.73%) * (1-Tc(0.21)))
Discount Rate = 9.59% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 20.0 | Cagr: 4.09%
[DCF] Terminal Value 73.10% ; FCFF base≈127.8m ; Y1≈112.1m ; Y5≈90.6m
[DCF] Fair Price = 0.82 (EV 1.45b - Net Debt 1.32b = Equity 133.9m / Shares 163.1m; r=8.35% [WACC [floored]]; 5y FCF grow -15.0% → 2.50% )
EPS Correlation: N/A | EPS CAGR: N/A | SUE: 0.08 | # QB: 0
Revenue Correlation: 95.71 | Revenue CAGR: 40.80% | SUE: 0.12 | # QB: 0
EPS current Quarter (2026-06-30): EPS=0.44 | Chg30d=+16.81% | Revisions=+20% | Analysts=1
EPS next Quarter (2026-09-30): EPS=1.01 | Chg30d=+12.28% | Revisions=+20% | Analysts=1
EPS current Year (2026-12-31): EPS=1.67 | Chg30d=+17.86% | Revisions=+20% | GrowthEPS=+24.8% | GrowthRev=+34.6%
EPS next Year (2027-12-31): EPS=1.95 | Chg30d=+18.61% | Revisions=+20% | GrowthEPS=+16.7% | GrowthRev=+12.1%