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Perimeter Solutions SA (PRM)




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Upturn Advisory Summary
08/14/2025: PRM (5-star) is a STRONG-BUY. BUY since 70 days. Profits (76.05%). Updated daily EoD!
1 Year Target Price $19
1 Year Target Price $19
1 | Strong Buy |
1 | Buy |
0 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 238.31% | Avg. Invested days 57 | Today’s Advisory Strong Buy |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.71B USD | Price to earnings Ratio 34.3 | 1Y Target Price 19 |
Price to earnings Ratio 34.3 | 1Y Target Price 19 | ||
Volume (30-day avg) 2 | Beta 1.97 | 52 Weeks Range 8.76 - 18.74 | Updated Date 08/15/2025 |
52 Weeks Range 8.76 - 18.74 | Updated Date 08/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.54 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-08-07 | When - | Estimate 0.06 | Actual 0.25 |
Profitability
Profit Margin 13.05% | Operating Margin (TTM) -16.13% |
Management Effectiveness
Return on Assets (TTM) 2.02% | Return on Equity (TTM) 7.06% |
Valuation
Trailing PE 34.3 | Forward PE 17.09 | Enterprise Value 3278576595 | Price to Sales(TTM) 4.45 |
Enterprise Value 3278576595 | Price to Sales(TTM) 4.45 | ||
Enterprise Value to Revenue 5.38 | Enterprise Value to EBITDA 22.19 | Shares Outstanding 146452000 | Shares Floating 137158285 |
Shares Outstanding 146452000 | Shares Floating 137158285 | ||
Percent Insiders 8.69 | Percent Institutions 88.49 |
Upturn AI SWOT
Perimeter Solutions SA
Company Overview
History and Background
Perimeter Solutions SA (PRM) was formed in 2018 when EverArc Holdings acquired the businesses of Israel Chemicals (ICL). The company focuses on specialized fire retardant and suppressant chemicals and operates in North America, Europe, and Asia.
Core Business Areas
- Fire Safety: This segment develops and manufactures fire retardants used in wildland fire management. They are crucial for aerial and ground-based firefighting efforts. Core products: PHOS-CHEK and FIRE-TROL.
- Oil Additives: This segment offers additives to improve the performance, safety, and stability of fuels and lubricants.
Leadership and Structure
Peter Arvan is the current CEO. The company has a standard corporate structure with functional departments like finance, operations, and sales & marketing, with a board of directors overseeing operations.
Top Products and Market Share
Key Offerings
- PHOS-CHEK: A line of long-term fire retardants used to create firebreaks. Estimated market share in North America is over 60%. Competitors include ICL (formerly a part of PRM), and smaller regional chemical companies. Revenue data is not publicly broken out per product but contributes significantly to the Fire Safety segment's revenues.
- FIRE-TROL: A line of short-term fire suppressants used for immediate fire suppression. Market share estimated to be 50% within the category. Competitors are similar to PHOS-CHEK. Revenue data is not publicly broken out per product but contributes significantly to the Fire Safety segment's revenues.
- Oil Additives: A range of additives for fuels and lubricants used in various industries. The market is very competitive. Competitors include Afton Chemical, Lubrizol, and Infineum. The oil additives segment make up a smaller portion of PRM revenue.
Market Dynamics
Industry Overview
The fire retardant market is driven by the increasing frequency and intensity of wildfires, especially in regions like the Western United States, Australia, and parts of Europe. The oil additives market is linked to the overall oil and gas industry and its performance.
Positioning
Perimeter Solutions is a leading player in the fire retardant market, particularly in North America. Its competitive advantage lies in its established relationships with government agencies and its well-regarded product performance.
Total Addressable Market (TAM)
The global fire retardant market is estimated to be in the billion-dollar range and growing. Perimeter Solutions is well-positioned to capture a significant share of this TAM, especially with increasing awareness of wildfire risks.
Upturn SWOT Analysis
Strengths
- Dominant market share in fire retardants
- Established relationships with government agencies
- Strong brand recognition in the Fire Safety segment
- Proprietary chemical formulations
Weaknesses
- Reliance on government contracts
- Sensitivity to weather patterns and wildfire seasons
- Oil additives segment is subject to cyclical oil market fluctuations
- High debt levels compared to peers
Opportunities
- Expansion into new geographies (e.g., Australia, South America)
- Development of new fire retardant technologies
- Increased government spending on wildfire prevention
- Further development of the oil additives business
Threats
- Changes in government regulations and funding
- Increased competition from alternative fire suppression methods
- Environmental concerns related to fire retardant chemicals
- Economic downturns impacting government budgets
Competitors and Market Share
Key Competitors
- ICL
- ALB
Competitive Landscape
Perimeter Solutions benefits from its strong brand recognition and established customer relationships. However, competition is present in both the fire retardant and oil additives markets. ICL is a key competitor in fire retardants, while companies such as ALB offer a range of specialized chemicals that compete with PRM.
Major Acquisitions
ThermGuard
- Year: 2023
- Acquisition Price (USD millions): 17
- Strategic Rationale: Expanding their product line and market share in the fire safety business.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been tied to increasing wildfire activity and government spending on fire prevention.
Future Projections: Future growth projections depend on analyst estimates and the continued severity of wildfires. Expansion into new markets is also expected to boost growth.
Recent Initiatives: Recent initiatives include expanding its product line and increasing its sales presence in international markets.
Summary
Perimeter Solutions (PRM) holds a strong position in the fire retardant market, particularly in North America. Its future growth is tied to wildfire patterns and government spending; however, its reliance on these factors poses risk. Expanding internationally and diversifying product lines will be key for long-term success. The company also has significant debt it must manage.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Industry Reports
- Analyst Estimates
- Company Website
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Financial data may not be up-to-the-minute and may contain errors.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Perimeter Solutions SA
Exchange NYSE | Headquaters Clayton, MO, United States | ||
IPO Launch date 2021-11-09 | CEO & Director Mr. Haitham R. Khouri | ||
Sector Basic Materials | Industry Specialty Chemicals | Full time employees 319 | |
Full time employees 319 |
Perimeter Solutions, Inc. manufactures and supplies firefighting products and lubricant additives in the United States, Germany, and internationally. It operates in two segments, Fire Safety and Specialty Products. The Fire Safety segment provides fire retardants and firefighting foams, as well as specialized equipment and services for federal, state, provincial, local/municipal, and commercial customers. The Specialty Products segment develops, produces, and markets products for non-fire safety markets, including phosphorus pentasulfide based lubricant additives used in pesticide and mining chemicals applications, and electric battery technologies. The company was founded in 1963 and is headquartered in Clayton, Missouri with fire retardant production facility in Sacramento, California.

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