Management StrategyNew management at BV has done good work, streamlining the business and driving margin improvement, with more margin expansion likely ahead as the company rolls into year 3 of One BrightView.
Margin And Valuation ExpansionThe potential for multiple expansion is supported by a combination of continued margin expansion and revenue growth, aiming for BV's EV/EBITDA multiple to expand back to its 2019-current average.
Revenue Growth StrategyBV has outlined three primary strategies to turn revenue growth positive: salesforce expansion, improving development-to-maintenance conversions, and expanding the development footprint.