Truist maintains Buy on APG shares with $48 price target

Published 17/04/2025, 16:00
Truist maintains Buy on APG shares with $48 price target

On Thursday, Truist Securities reaffirmed its Buy rating and $48.00 price target for APi Group Corporation (NYSE:APG), which currently trades at $34.56. According to InvestingPro data, analysts maintain a strong buy consensus with price targets ranging from $38 to $50, suggesting significant upside potential. The research firm’s analysts highlighted the company’s resilient business model and its favorable position in the face of current macroeconomic uncertainties. They pointed out APG’s defensive strategy, conservative outlook for 2025, and minimal impact from tariffs, specifically on steel pipes, which the company can pass on to customers.

APi Group Corporation, which operates in the life safety and industrial services sectors, currently trades at an EV/EBITDA multiple of 15.5x based on last twelve months’ EBITDA of $777 million. While this appears high compared to the estimated 2025 EBITDA multiple, InvestingPro analysis indicates the company maintains a "GOOD" overall financial health score, with particularly strong marks in growth and price momentum. This valuation is notably lower compared to its life safety industry peers, which trade around 15 times EBITDA, and private equity-backed U.S. fire service competitors, which have been valued at 16 to 24 times EBITDA in recent transactions.

Truist Securities also noted that APi Group has begun share repurchases, as disclosed during a March competitor conference, under a $1 billion authorization, with $400 million still available at the end of 2024. The company’s net leverage decreased to 2.2 times last quarter, which is below its target of around 2.5 times. The analysts believe that APi Group’s adjusted free cash flow yield of 7.5% in 2025 will provide sufficient capacity for further stock buybacks.

In their commentary, Truist Securities stated, "We maintain our ’25/’26 estimates and changed ’25 quarterly pacing. Buying stock on weakness." This suggests a continued endorsement of the company’s financial strategy and stock performance outlook.

APi Group Corporation’s strategic positioning and financial maneuvers appear to align with Truist Securities’ positive outlook, as the company navigates an environment of economic uncertainty with a robust and defensive business model. With revenue growth of 1.3% in the last twelve months and analysts forecasting profitability this year, the company shows promising momentum. For deeper insights into APi Group’s valuation and growth prospects, investors can access comprehensive analysis and additional ProTips through InvestingPro’s detailed research reports, available for over 1,400 US stocks.

In other recent news, APi Group Corporation reported its fourth-quarter earnings for 2024, meeting market expectations with an earnings per share (EPS) of $0.51 and slightly surpassing revenue projections at $1.86 billion. The company achieved a record net revenue of $7 billion for the year, marking a 1.3% growth from the previous year. Adjusted EBITDA rose by 16.3% in the fourth quarter, reflecting the company’s strategic focus on expanding service offerings and improving operational efficiencies. APi Group has projected a positive outlook for 2025, with expected net revenue between $7.3 billion and $7.5 billion and adjusted EBITDA ranging from $970 million to $1.02 billion. The company plans to continue its margin expansion strategy and capitalize on merger and acquisition opportunities. In leadership news, APi Group announced the appointment of David Jackola as its new Executive Vice President & Chief Financial Officer, following his interim role since December 2024. Jackola, who has been with the company since 2021, brings over 20 years of global finance experience to the position. He is set to join other senior leaders at APi’s Investor Day on May 21 in New York to discuss the company’s performance and updated strategic objectives.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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