BrightView Holdings (BV)
NYSE:BV
Top Page
BrightView Holdings
(NYSE:BV)
Select Model
Select Model
Rating:59Neutral
Price Target:
$12.00
▲(1.69% Upside)
Action:ReiteratedDate:02/04/26
The score is driven primarily by improved financial stability (much lower leverage) and a constructive earnings-call outlook with reiterated guidance and strengthening operating indicators. These positives are tempered by weak free-cash-flow quality and an unfavorable valuation profile (very high P/E), with technicals modestly supportive but not decisively long-term bullish.
Positive Factors
Low leverage and strong balance sheet
Very low absolute debt and a debt-to-equity near 0.06 provide durable financial flexibility. This capital structure supports sustained investments, buybacks, and optional M&A without stressing liquidity, reducing refinancing risk and increasing resilience through seasonal revenue swings.
Negative Factors
Very thin and deteriorating free cash flow
Material drop and low absolute free cash flow limit internal funding for growth, dividends or large buybacks. Persistent FCF volatility raises reliance on liquidity and capital markets for elevated investment cycles, constraining durable shareholder return capacity.
Read all positive and negative factors
Positive Factors
Negative Factors
Low leverage and strong balance sheet
Very low absolute debt and a debt-to-equity near 0.06 provide durable financial flexibility. This capital structure supports sustained investments, buybacks, and optional M&A without stressing liquidity, reducing refinancing risk and increasing resilience through seasonal revenue swings.
Read all positive factors
BrightView Holdings (BV) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$1.11B
Dividend YieldN/A
Average Volume (3M)845.45K
Price to Earnings (P/E)―
Beta (1Y)1.04
Revenue Growth-3.40%
EPS Growth-51.58%
CountryUS
Employees19,100
SectorIndustrials
Sector Strength72
IndustrySpecialty Business Services
Share Statistics
EPS (TTM)-0.01
Shares Outstanding94,200,000
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 Cap1.04
Enterprise Value/Revenue0.43
Enterprise Value/Gross Profit1.90
Enterprise Value/Ebitda3.68
Forecast
1Y Price Target
$14.00Price Target Upside18.64% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering6
EPS Forecast (FY)0.74
Revenue Forecast (FY)$2.72B
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:Feb 03, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Apr 30, 2026
Earnings Call Sentiment Positive
The call conveyed a predominantly positive tone: management reported revenue growth (+3%), adjusted EBITDA expansion, major operational improvements (customer retention up ~450 bps, employee turnover down ~30%), and a growing Land contract book (+~2%). They are accelerating a sales force ramp (180 hires, ~20% increase) and cited strong liquidity, an increased share repurchase program, and ongoing fleet and technology investments. Key near-term negatives were weather-related impacts—heavy snow and a prior‑year storm step-over—that depressed Maintenance Land and Development revenues in the quarter (Maintenance down ~2%, Development down ~7%) and create timing risk. Management reiterated 2026 guidance and emphasized confidence in back‑half revenue growth driven by contract book momentum and sales hires. Overall, positives (structural improvements, pipeline, balance sheet, and guidance reaffirmation) substantially outweigh the near-term weather and timing headwinds.Positive Updates
Revenue Growth and Improved Profitability
Total revenue of $615 million, up 3% year-over-year, with adjusted EBITDA growth and management reiterating guidance for 2026 (third consecutive year of record adjusted EBITDA).
Negative Updates
Maintenance Land Contraction Due to Weather and Storm Step-Over
Maintenance Land revenue shrank by approximately $8.9 million in Q1 (down a little more than 2% year-over-year), driven by unusually high snow (which limited ability to perform core land maintenance) and a ~ $3.5 million step-over impact from two named hurricanes in prior-year Q1.
Read all updates
Q1-2026 Updates
Positive
Negative
Revenue Growth and Improved Profitability
Total revenue of $615 million, up 3% year-over-year, with adjusted EBITDA growth and management reiterating guidance for 2026 (third consecutive year of record adjusted EBITDA).
Read all positive updates
Company Guidance
BrightView reiterated its 2026 revenue, adjusted EBITDA and free cash flow guidance, forecasting Land revenue to return to growth (guidance of +1% to +2% for the year) and a third consecutive year of record adjusted EBITDA. In Q1 the company reported $615 million of revenue (+3% YoY), with snow revenue up ~110% (about +$36M) versus prior year and a snow-season guide of roughly $190–$220M (incremental snow flow‑through targeted at ~20–25%). Management highlighted leading indicators for topline growth — the Land contract book is up ~2% over the last three quarters (roughly $22–$23M on an estimated $1.15B contract base), customer retention has improved ~450 bps to ~83.5%, and frontline turnover is down ~30% over two years — while the sales organization has added ~180 sellers Y/Y (80 in Q1), pacing toward a 500‑seller increase by 2030. Capital priorities remain fleet refresh and technology (CapEx ~6.5% in 2026, normalizing to ~3.5–4% thereafter), an expanded $150M buyback authorization with $14M repurchased in Q1, and a strong balance sheet (net leverage ~2.4x, ~$0.5B liquidity) with M&A optional as valuation and timing permit.BrightView Holdings Financial Statement Overview
Summary
Income Statement
56
Neutral
Balance Sheet
78
Positive
Cash Flow
49
Neutral
| Breakdown | TTM | Sep 2025 | Sep 2024 | Sep 2023 | Sep 2022 | Sep 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 2.69B | 2.67B | 2.77B | 2.82B | 2.77B | 2.55B |
| Gross Profit | 609.20M | 621.70M | 645.60M | 678.90M | 674.80M | 650.80M |
| EBITDA | 314.20M | 306.50M | 303.10M | 244.00M | 222.80M | 230.20M |
| Net Income | 51.20M | 56.00M | 66.40M | -7.70M | 14.00M | 46.30M |
Balance Sheet | ||||||
| Total Assets | 3.32B | 3.39B | 3.39B | 3.35B | 3.31B | 3.24B |
| Cash, Cash Equivalents and Short-Term Investments | 37.00M | 74.50M | 140.40M | 67.00M | 20.10M | 123.70M |
| Total Debt | 80.80M | 913.20M | 927.00M | 1.00B | 1.43B | 1.22B |
| Total Liabilities | 1.55B | 1.59B | 1.61B | 1.61B | 2.09B | 1.89B |
| Stockholders Equity | 1.76B | 1.80B | 1.78B | 1.74B | 1.22B | 1.34B |
Cash Flow | ||||||
| Free Cash Flow | 17.20M | 37.60M | 127.20M | 58.60M | -400.00K | 87.20M |
| Operating Cash Flow | 267.40M | 291.80M | 205.60M | 129.90M | 106.90M | 148.40M |
| Investing Cash Flow | -220.40M | -223.90M | -5.60M | -61.40M | -193.70M | -158.70M |
| Financing Cash Flow | -108.30M | -133.80M | -126.60M | -21.60M | -16.80M | -23.10M |
BrightView Holdings Technical Analysis
Neutral
11.80
Price Trends
12.73
Negative
12.74
Negative
13.52
Negative
Market Momentum
-0.29
Negative
44.99
Neutral
41.93
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BV, the sentiment is Neutral. The current price of 11.8 is above the 20-day moving average (MA) of 11.75, below the 50-day MA of 12.73, and below the 200-day MA of 13.52, indicating a neutral trend. The MACD of -0.29 indicates Negative momentum. The RSI at 44.99 is Neutral, neither overbought nor oversold. The STOCH value of 41.93 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral 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 |
|---|---|---|---|---|---|---|---|
69 Neutral | $4.47B | 49.97 | 6.24% | 0.71% | 0.20% | 2.72% | |
68 Neutral | $11.42B | 25.02 | 10.17% | 1.14% | 6.35% | 24.07% | |
67 Neutral | $3.59B | 12.60 | 21.76% | 1.38% | 2.36% | 11.30% | |
65 Neutral | $2.31B | 17.89 | 8.80% | 2.20% | 4.62% | 102.72% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
60 Neutral | $16.72B | 31.61 | 6.51% | 2.20% | 1.56% | -32.50% | |
59 Neutral | $1.11B | -19.84 | 2.88% | ― | -3.40% | -51.58% |
* Industrials Sector Average
BV
BrightView Holdings
11.80
-1.12
-8.67%
ABM
ABM Industries
39.45
-3.81
-8.81%
MMS
Maximus
65.80
-0.61
-0.92%
UNF
UniFirst
257.26
88.50
52.44%
ARMK
ARAMARK Holdings
43.45
11.02
33.98%
RTO
Rentokil Initial
33.86
12.22
56.43%
BrightView Holdings Corporate Events
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.