BUY Daniel Pronk Convicción4/5 Calidad del análisis80/100 Precio objetivo157 ahora
The YouTuber is close to buying Construction Partners, citing its critical role in maintaining US infrastructure, recurring revenue from road maintenance, and strong acquisition-led growth strategy. The stock trades at 14.9 times trailing 12-month EBITDA, below its historical average of 17, and projects 19% annual EBITDA growth, suggesting significant undervaluation and a 17.5% CAGR over the next five years.
“So, I do think that there is an argument that Roadstock is looking undervalued in the market.” — ▶ 43:00