|Shares Out. (in M):||79||P/E||12.6||11.1|
|Market Cap (in $M):||4,250||P/FCF||12.6||11.1|
|Net Debt (in $M):||2,950||EBIT||625||685|
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Thesis: stable business, straightforward thesis; recently completed large/very accretive and strategic acquisition, earnings power further boosted from tax reform; industry consolidator historically with big multiple now trading for >9% pro forma FCF yield with further upside optionality from imminent product price increases and de-levering
Roofing Supply Group (RSG) and Allied Building Products:
What happened / why interesting now:
(i) de-levers the balance sheet, (ii) price realization sticks, gross margin expands starting in the June quarter, (iii) synergy targets are met and then beat, (iv) heavy 2018 storm season
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