U S SILICA HOLDINGS INC SLCA

March 04, 2024 - 9:36am EST by

member

						2024	2025
Price:		11.67		EPS		1.26	1.30
Shares Out. (in M):		77		P/E		8	9
Market Cap (in $M):		873		P/FCF		7	7
Net Debt (in $M):		675		EBIT		330	350
TEV (in $M):		1,548		TEV/EBIT		4.9	4.6

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5	member 4/29/24 2:54PM Re: Re: Re: Implied Multiples on frac sand / ISP? 4
Thanks for the interesting idea. How did you get the segment specific EBITDA figures?And any other precedents for deals in each segments? or current trading peers? Lastly, I've heard people who argue that MLM is not a... login to read the rest view available tags
4	member 4/26/24 11:39AM Re: Re: Implied Multiples on frac sand / ISP? 2
Multiple Transaction Value Implied OG EBITDA $242 3.5x $848 Implied ISP EBITDA $126 8.0x $1,002 Rough math - arguably ISP should be worth 10x 2 view available tags
2	member 4/26/24 11:29AM Re: Implied Multiples on frac sand / ISP? 1
thanks - still a low multiple for that business - maybe someone else comes over the top 1 view available tags
1	member 4/26/24 9:18AM Implied Multiples on frac sand / ISP?
Congrats on the deal - Curious what the deal implies transaction multiple wise for frac sand / ISP? Seems like Apollo is getting a good deal. view available tags

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