ABM Industries Incorporated

ABM Industries Incorporated

ABMยทNYSE

$39.35

+0.23%
IndustrialsSpecialty Business Services

ABM Industries Incorporated provides integrated facility solutions in the United States and internationally. The company operates through Business & Industry, Technology & Manufacturing, Education, Aviation, and Technical Solutions segments. It provides janitorial, facilities engineering, parking, custodial, landscaping and ground, and mechanical and electrical services; and vehicle maintenance and other services to rental car providers. The company was incorporated in 1985 and is based in New York, New York.

At a Glance

Live Snapshot
Market Cap$2.30B
EPS2.6100
P/E Ratio16.50
Earnings Date06/05/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal ยท Driver ยท Risk

Signal

High confidence

Valuation multiple is mid-range (P/E 16.5).

Valuation inputs: P/E 16.5, earnings yield +6.1%, momentum +0.2%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is soft (ROE +9.1%, ROIC +5.7%).

Profitability stack: net margin +1.9%, ROE +9.1%, ROIC +5.7%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Risk profile is balanced but has notable pressure points to monitor.

Risk factors: liabilities/assets +67.3%, momentum +0.2%, net margin +1.9%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

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ABM Industries Incorporated Market vs Earnings Trajectory

ABM ยท NYSE

Loading price and EPS data...

ABM Industries Incorporated

ABM Industries Incorporated Fair Value Envelope

ABM ยท NYSE

Our analysis suggests that ABM has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $39.35, this represents a potential HIDDEN relative to our calculated worth for ABM Industries Incorporated.

Intrinsic Value
Current Price: $39.35
3Y-24.0%
5Y+86900.0%
10Y+135.0%
3Y+12.0%
5Y+46.0%
10Y+70.0%
3Y-30.0%
5Y+54033.0%
10Y+184.0%
3Y+1049.0%
5Y-49.0%
10Y+181.0%
3Y-610.0%
5Y-63.0%
10Y+293.0%
3Y+12.0%
5Y+45.0%
10Y+140.0%
ABM Industries Incorporated

ABM Industries Incorporated Profit Bridge

ABM ยท NYSE
Revenue8.75B
Cost of Goods Sold (7.72B)
Gross Profit1.02B
Operating Expenses (697.40M)
Operating Income325.20M
Interest Expense (96.40M)
Other Income/Expense-105.30M
Pretax Income219.90M
Income Tax (57.60M)
Net Income162.40M
Net Income
162.40M

Profitability Analysis

Gross Margin

11.7%

Thin margins leave little room for error. Cost management and pricing strategy are critical.

Operating Margin

3.7%

Minimal operating profit suggests high operating costs or pricing challenges. Scalability is concerning.

Net Profit Margin

1.9%

Minimal profitability after all expenses. Limited financial flexibility for reinvestment or shareholder returns.

Effective Tax Rate

26.2%

Higher tax burden may reflect limited tax optimization or operations in high-tax jurisdictions.

Profitability Insight

Efficient profit conversion: Minimal margin compression from gross to net indicates lean operations and favorable tax/interest environment.

11.69%
Gross Profit Margin
-12%
3Y-13.0%
5Y-16.0%
10Y+11.0%
3.72%
Operating Profit Margin
47%
3Y-17.0%
5Y+133.0%
10Y+250.0%
1.86%
Net Profit Margin
91%
3Y-37.0%
5Y+37038.0%
10Y+67.0%
9.10%
Return on Equity
99%
3Y-32.0%
5Y+45375.0%
10Y+55.0%
2.97%
Return on Assets
86%
3Y-37.0%
5Y+37546.0%
10Y+18.0%
5.70%
Return on Invested Capital
68%
3Y-18.0%
5Y+46603.0%
10Y+119.0%
ABM

ABM Industries Incorporated Cash Conversion Engine

ABM ยท NYSE
Net Income162.40M
Depreciation & Amortization0.00
Stock-Based Compensation-7.40M
Change in Working Capital-60.20M
Others139.60M
Capital Expenditures-79.30M
Free Cash Flow155.10M

Cash Flow Quality Analysis

FCF Conversion Rate

95.5%

Strong cash conversion. Most reported earnings translate into actual cash flow, suggesting solid fundamentals.

CapEx Intensity

33.8%

Moderate capital requirements typical of many stable businesses. Healthy balance between reinvestment and cash generation.

FCF Growth Trend

-7.3%

Declining FCF warrants attention. Investigate whether due to temporary factors or fundamental deterioration.

Working Capital Impact

-$60.20M

Moderate working capital outflow. Typical for growing businesses, but ensure it's supporting revenue growth, not inefficiency.

Cash Flow Quality Insight

Working capital strain: Significant cash tied up in operations. Monitor receivables collection, inventory turns, and payment terms to optimize cash conversion cycle.

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ABM Industries Incorporated Funding & Solvency Profile

ABM ยท NYSE
Cash & Cash Equivalents100.40M
Net Receivables1.66B
Inventory0.00
Other Current Assets203.50M
Total Current Assets2 B
Property, Plant & Equipment268.00M
Goodwill & Intangible Assets2.83B
Long-Term Investments50.00M
Other Non-Current Assets184.90M
Total Non-Current Assets503 M
Total Assets
5.29B

Financial Health Analysis

Current Ratio

1.50x

Acceptable liquidity, but monitor closely. Current assets just barely cover current liabilities.

Debt-to-Equity Ratio

2.07x

High financial leverage. Heavy reliance on debt may indicate increased financial risk and potential solvency concerns.

Working Capital

653 M

Strong working capital position provides significant operational flexibility and financial cushion.

Asset Composition

37% Current

Capital-intensive business with significant long-term investments in property, equipment, or intangibles.

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ABM Industries Incorporated Street Expectations Map

ABM ยท NYSE

Wall Street analysts project that ABM stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 50.00, with estimates ranging from a low of 47.00 to a high of 52.00.

Lowest Target
47.00
19.44%
Consensus Target
50.00
27.06%
Highest Target
52.00
32.15%

The consensus 1-year price target stands at 50.00, with estimates ranging from a low of 47.00 to a high of 52.00.

Analyst Consensus Analysis

Upside Potential

+27.1%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

10.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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ABM Industries Incorporated Insider Positioning

ABM ยท NYSE

During the last 12 months, insiders have sold $2.97M worth of ABM shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

40.4K

1.81M

Net Activity

-1.8M

-$1.81M

6-9 Months

Bought

0

0.00

Sold

3.6K

164.97K

Net Activity

-165K

-$165K

9-12 Months

Bought

0

0.00

Sold

21.0K

997.48K

Net Activity

-997K

-$997K

Top Buyers

No buying activity

Top Sellers

1
JR

Jacobsen Rene

Officer: Evp & Chief Operating Officer

57.6K sharesโ€ข3 transactions

$2.64M

2
GTM

Gartland Thomas M

Director

3.7K sharesโ€ข1 transactions

$169K

3
CDA

Chin Dean A

Officer: Svp - Chief Accounting Officer

3.6K sharesโ€ข1 transactions

$165K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $2.97M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

3 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

0.62%
Dividend Yield
2%
3Y+35.0%
5Y+26.0%
10Y+22.0%
ย 

abm Dividend History

ABM
10Y CAGR +6%
Latest $0.29
Annual $1.375
5 year growth trend
Last Period: +0%