Perimeter Solutions, Inc. (PRM)
NYSEMaterialsChemicals - SpecialtySnapshot 2026-09-14
$31.21-1.11%
Close 2026-09-14 · 1-day change
NYSEMaterialsChemicals - SpecialtySnapshot 2026-09-14
Research Workspace
Put PRM beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Specialty Chemicals is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Revenue grows at least 25% year over year: Revenue est. -15.3% (90d) vs 25% target.
View ThesisRevenue is growing steadily — about 24% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens weak on capital allocation, margins.
View ManagementExpectations look high — the market is pricing in about 42% growth a year, above the roughly 24% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 30% in its worst 12-month stretch.
View RiskPRM's revenue growth must accelerate to justify its current valuation. Revenue estimates show a decline of 15% over the next 90 days, which is below the target growth of 25%. The stock trades at 23× P/E, compared to a peer median of 17× P/E, indicating that the market expects more growth than is likely. The primary risk is the fragile earnings quality, as reported profits are not well backed by cash. Peer multiples imply a price about 41% below where it trades, suggesting it looks expensive on this basis. This read is provisional.
Trailing returns as of 2026-09-14. PRM is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 4 analysts currently covering PRM (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare PRM with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| PRM Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Specialty Chemicals — fair value, gap to price, and forward P/E.
Compare the value case
Put PRM next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.