| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 61 | 51.0x | 17.8x | Around median | |
Growth | 15 | 1.5% | 7.1% | Bottom tier | |
Quality | 21 | 3.9% | 4.5% | Bottom tier | |
Safety | 42 | 3.2x | 2.6x | Around median | |
Capital Return | 45 | — | 2.12% | Around median | |
Momentum | 22 | -25.5% | 2.9% | Bottom tier | |
Sentiment | 92 | 7 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
BrightView Holdings is the largest provider of commercial landscaping services, according to management, and generates revenue from two main businesses: landscape maintenance and development. Landscape maintenance revenue is approximately $1.7 billion, with roughly two-thirds coming from recurring maintenance contracts and one-third from additional work requested by customers; the development business executes larger projects that may range in value from $2 million to $30 million, but they have longer and more volatile contracting and execution cycles.
In fiscal Q3 2026, total revenue increased 1.3% to $718 million, supported by 2.3% growth in landscape maintenance revenue and modest growth in development, offset by a decline in snow-related revenue. Maintenance contract revenue increased 3% and additional work grew approximately 2%, while the company reported adjusted EBITDA of $96 million at a 13.3% margin after fuel costs and the self-insurance adjustment.
Excluding the non-routine $16 million self-insurance adjustment and fuel pressures, adjusted EBITDA would have been $116 million at a 16.2% margin, up $3 million with 20 basis points of expansion from the comparable period. The fiscal Q3 2026 context did not include a net income figure or gross profit margin, so the profitability assessment here reflects the adjusted operating metric provided by management.
Automated analysis for informational purposes only — not investment advice.
The analyst consensus is “Buy,” with an average price target of $14.88 and a relatively wide target range of $12.50 to $17; the average is only a short distance from the top of the 52-week range of $15, compared with a low of $10.42. No valid P/E ratio is available in the data, so the positive consensus should be weighed against the reduction in the fiscal 2026 free cash flow outlook to $70–80 million and the fuel and insurance pressures that reduced the fiscal Q3 2026 adjusted earnings margin to 13.3%.
Figures in the text are as of 2026-09-02; the live price is shown at the top of the page.
The most prominent operating driver is 4% growth in the landscape maintenance contract book over five quarters, which helped contract revenue increase 3% in fiscal Q3 2026. The company added a net 200 sales employees since the end of 2024, and new contract sales increased approximately 20% from the beginning of fiscal 2026 through the end of Q3. Customer retention also improved to 84.6%, and management expects landscape maintenance growth between 3% and 6% in fiscal Q4 2026.
The landscape maintenance business generates approximately $1.7 billion, with roughly two-thirds coming from recurring contracts and one-third from additional work. In fiscal Q3 2026, contract revenue increased 3% and additional work grew approximately 2%. The company also executes development projects typically valued between $2 million and $30 million, although the sales cycle for some may extend to two years.
Adjusted EBITDA was $96 million at a 13.3% margin after recording $4 million of fuel pressure and a $16 million self-insurance adjustment. Excluding these two effects, adjusted earnings would have been $116 million and the margin 16.2%, up 20 basis points from the comparable period. Route technologies, fleet renewal, and hedging mitigated the fuel impact by approximately $2 million, but did not fully eliminate the pressure.
The retention rate reached 84.6% in fiscal Q3 2026 after improving by approximately 250 basis points year over year. Branches with retention above 95% achieve growth exceeding 10% on a last-12-month basis, while branches below 75% contract by an average of 10%. A customer's purchases of additional work typically increase from approximately 25% of contract value in the first year to 50%–60% in the fourth and fifth years.
Management expects total revenue between $2.75 billion and $2.78 billion in fiscal 2026, representing 3.5% growth at the midpoint compared with fiscal 2025. It maintained its landscape maintenance revenue growth outlook at 2%–3%, while expecting this business to grow 3%–6% in fiscal Q4 2026. Conversely, it reduced its adjusted free cash flow outlook to $70–80 million because of fuel and the self-insurance adjustment.
In fiscal Q3 2026, the company extended its revolving credit facility, accounts receivable facility, and term loan. These amendments added $100 million of liquidity capacity, and the company received financial commitments exceeding twice the amount required for the term loan extension. Management intends to use its flexibility to fund the expected final year of the fleet modernization in 2027, alongside investment in sales, employees, and technology.
