Perimeter Solutions: A Compelling Small Cap

Impact · against what's priced in

Perimeter Solutions shows strong operational momentum from government contracts and expansion, though significant volatility risks remain. The stellar Q3 results and YTD performance suggest a strong trajectory, though the market remains wary of customer concentration and seasonal reliance.

PRM+0.60

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In context

Stellar Q3 results and a major U.S. Forest Service contract are driving growth, though the business remains exposed to wildfire volatility and customer concentration.

Read from the article alone

• m and a▲13%
• earnings▲4%
• growth stocks
• PRM
• fire protection
• government contracts
• wildfires

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