BrightView Holdings (BV)
NYSE:BV
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BrightView Holdings
(NYSE:BV)
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Rating:60Neutral
Price Target:
$13.50
▲(8.26% Upside)
Action:Reiterated
Date:05/09/26
The score is driven by strong earnings-call momentum (raised guidance and operational inflection) and mildly positive technicals, offset by weaker underlying financial quality—especially negative TTM free cash flow and thin net margins—and an unattractive/unclear valuation signal due to a negative P/E.
Positive Factors
Operating margin expansion
A record Q2 adjusted EBITDA of $79M and an 11.3% margin signal improving operating leverage driven by maintenance mix, procurement and fleet refresh. Durable margin expansion supports higher sustainable cash generation and increases resilience to cyclical headwinds over the medium term.
Negative Factors
Thin and volatile profitability
A TTM net margin near 1.4% and prior periods of negative net income show limited earnings buffer. Low and variable profitability restricts the firm's ability to absorb inflation, salesforce investment or adverse weather, increasing execution risk and pressuring returns over time.
Read all positive and negative factors
Positive Factors
Negative Factors
Operating margin expansion
A record Q2 adjusted EBITDA of $79M and an 11.3% margin signal improving operating leverage driven by maintenance mix, procurement and fleet refresh. Durable margin expansion supports higher sustainable cash generation and increases resilience to cyclical headwinds over the medium term.
Read all positive factors
BrightView Holdings (BV) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$1.19B
Dividend YieldN/A
Average Volume (3M)845.45K
Price to Earnings (P/E)165.1
Beta (1Y)1.05
Revenue Growth-0.02%
EPS Growth-154.82%
CountryUS
Employees19,100
SectorIndustrials
Sector Strength72
IndustrySpecialty Business Services
Share Statistics
EPS (TTM)-0.05
Shares Outstanding93,200,000
10 Day Avg. Volume754,172
30 Day Avg. Volume845,453
Financial Highlights & Ratios
PEG Ratio0.13
Price to Book (P/B)0.71
Price to Sales (P/S)0.48
P/FCF Ratio33.94
Enterprise Value/Market Cap1.72
Enterprise Value/Revenue0.75
Enterprise Value/Gross Profit3.45
Enterprise Value/Ebitda6.24
Forecast
1Y Price Target
$16.00Price Target Upside28.31% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering4
EPS Forecast (FY)0.74
Revenue Forecast (FY)$2.77B
BrightView Holdings Business Overview & Revenue Model
Company Description
BrightView Holdings, Inc., through its subsidiaries, provides commercial landscaping services in the United States. It operates through two segments, Maintenance Services and Development Services. The Maintenance Services segment delivers a suite ...
How the Company Makes Money
BrightView makes money by selling commercial landscaping services under two primary revenue streams: (1) Maintenance Services, which generates revenue largely from recurring contracts to maintain customers’ properties (routine landscape and ground...
BrightView Holdings Earnings Call Summary
Earnings Call Date:May 05, 2026
(Q2-2026)
| % Change Since: |
Next Earnings Date:Jul 30, 2026
Earnings Call Sentiment Positive
The call emphasized a clear inflection in core Land maintenance performance with multiple operational improvements (customer retention, reduced frontline turnover, contract book growth) driving record Q2 adjusted EBITDA and raised full-year revenue guidance. Management signaled continued, deliberate reinvestment in sales capacity and frontline operations to sustain organic growth. Notable near-term headwinds include a 13% decline in Development revenue (timing-related), exposure to fuel price volatility and continued margin variability from snow and ongoing sales investments. On balance the positive operational inflection, record profitability and raised guidance outweigh the challenges, but management is candid about remaining execution items and commodity risk.Positive Updates
Quarterly Revenue Growth
Second quarter revenue of $703 million, representing a 6% year-over-year increase driven by Land revenue growth and above-average snowfall.
Negative Updates
Development Revenue Decline
Development segment revenue decreased ~13% in the quarter due to project timing delays and adverse weather; management characterized this as timing-related but it pressured segment revenue and margins in the period.
Read all updates
Q2-2026 Updates
Positive
Negative
Quarterly Revenue Growth
Second quarter revenue of $703 million, representing a 6% year-over-year increase driven by Land revenue growth and above-average snowfall.
Read all positive updates
Company Guidance
Management raised 2026 guidance to total revenue of $2.745–$2.795 billion (about +4% at the midpoint vs. 2025 and ~+3% vs. prior guide), Land Maintenance growth of 2%–3% (midpoint +100 bps vs. prior), and snow revenue of roughly $290 million (≈$70 million above the original high end); adjusted EBITDA was reaffirmed at $363–$377 million (midpoint implying ≈20 bps of margin expansion and roughly a 300‑bp improvement vs. the last three years) and adjusted free cash flow guidance of $100–$115 million. These targets are supported by Q2 results and underlying metrics: Q2 revenue $703 million (+6%), Land revenue +4% (+$13 million), record Q2 adjusted EBITDA $79 million (11.3% margin), a contract book up ~3% (≈$1.15 billion book → ≈+$35 million), four consecutive quarters of net new sales growth, customer retention up ~550 bps since 2023 to ~84.5% (35% of branches ≥90% retention; 10% <70%), frontline turnover improved ~5 percentage points sequentially and ~35% since One BrightView, roughly +200 sellers year‑over‑year toward a plan to grow the salesforce ~50%, development bookings +15% YTD, and snow/ancillary dynamics (H1 snow benefit ≈+$85M or +40% YoY; snow EBITDA flow‑through ~20%; company uses ~20M gallons of fuel annually, ~60% consumed in H2 with ~25% hedged; April’s ~$1/gal move created ≈$1.5M headwind).BrightView Holdings Financial Statement Overview
Summary
Income Statement
58
Neutral
Balance Sheet
66
Positive
Cash Flow
44
Neutral
| Breakdown | TTM | Sep 2025 | Sep 2024 | Sep 2023 | Sep 2022 | Sep 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 2.73B | 2.67B | 2.77B | 2.82B | 2.77B | 2.55B |
| Gross Profit | 594.10M | 621.70M | 645.60M | 678.90M | 674.80M | 650.80M |
| EBITDA | 328.20M | 306.50M | 303.10M | 244.00M | 222.80M | 230.20M |
| Net Income | 46.50M | 56.00M | 66.40M | -7.70M | 14.00M | 46.30M |
Balance Sheet | ||||||
| Total Assets | 3.37B | 3.39B | 3.39B | 3.35B | 3.31B | 3.24B |
| Cash, Cash Equivalents and Short-Term Investments | 10.10M | 74.50M | 140.40M | 67.00M | 20.10M | 123.70M |
| Total Debt | 902.60M | 913.20M | 927.00M | 1.00B | 1.43B | 1.22B |
| Total Liabilities | 1.63B | 1.59B | 1.61B | 1.61B | 2.09B | 1.89B |
| Stockholders Equity | 1.75B | 1.80B | 1.78B | 1.74B | 1.22B | 1.34B |
Cash Flow | ||||||
| Free Cash Flow | -53.00M | 37.60M | 127.20M | 58.60M | -400.00K | 87.20M |
| Operating Cash Flow | 222.40M | 291.80M | 205.60M | 129.90M | 106.90M | 148.40M |
| Investing Cash Flow | -247.30M | -223.90M | -5.60M | -61.40M | -193.70M | -158.70M |
| Financing Cash Flow | -106.30M | -133.80M | -126.60M | -21.60M | -16.80M | -23.10M |
BrightView Holdings Technical Analysis
Negative
12.47
Price Trends
12.09
Negative
12.69
Negative
13.02
Negative
Market Momentum
0.11
Positive
44.06
Neutral
24.83
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BV, the sentiment is Negative. The current price of 12.47 is above the 20-day moving average (MA) of 12.42, above the 50-day MA of 12.09, and below the 200-day MA of 13.02, indicating a bearish trend. The MACD of 0.11 indicates Positive momentum. The RSI at 44.06 is Neutral, neither overbought nor oversold. The STOCH value of 24.83 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BV.
BrightView Holdings Risk Analysis
BrightView Holdings disclosed 48 risk factors in its most recent earnings report. BrightView Holdings reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
BrightView Holdings Peers Comparison
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
72 Outperform | $3.13B | 8.91 | 21.75% | 1.38% | -1.44% | 33.09% | |
69 Neutral | $4.62B | 49.97 | 6.24% | 0.71% | 0.76% | -8.22% | |
65 Neutral | $2.35B | 17.89 | 8.80% | 2.20% | 5.59% | 100.00% | |
65 Neutral | $13.92B | 27.46 | 11.23% | 1.14% | 10.15% | 3.07% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
60 Neutral | $1.19B | 165.11 | 2.62% | ― | -0.02% | -154.82% | |
60 Neutral | $16.02B | 13.26 | 6.51% | 2.20% | -0.33% | 20.26% |
* Industrials Sector Average
BV
BrightView Holdings
12.40
-3.85
-23.69%
ABM
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60.13
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-16.97%
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264.33
80.86
44.07%
ARMK
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51.53
13.03
33.83%
RTO
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31.95
9.10
39.83%
BrightView Holdings Corporate Events
Business Operations and StrategyStock BuybackFinancial DisclosuresPrivate Placements and Financing
BrightView Extends Credit Facility Amid Revenue Growth Momentum
Positive
May 5, 2026
On May 5, 2026, BrightView reported second-quarter fiscal 2026 results for the period ended March 31, 2026, posting a 6.1% year-over-year increase in net service revenue to $702.9 million, driven by higher snow removal and land maintenance revenue...
Executive/Board ChangesShareholder Meetings
BrightView Shareholders Reelect Board, Ratify 2026 Auditor
Neutral
Mar 3, 2026
On March 3, 2026, BrightView Holdings, Inc. held its 2026 Annual Meeting of Stockholders, at which shareholders elected seven directors to one-year terms expiring at the 2027 annual meeting, alongside the election of two directors by holders of th...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.