other material
confidence high
sentiment neutral
materiality 0.60
Capstone targets $100M run-rate by 2026; pro forma revenue $70M after two acquisitions
Capstone Holding Corp.
- Pro forma revenue run-rate ~$70M; targeting $100M+ by 2026 via organic growth and M&A.
- Two H2 2025 acquisitions (Canadian Stone Industries, Carolina Stone Products) added $26M in revenue.
- EBITDA margins targeted at ~10% through mix shift, route density, and platform scale.
- Acquisition pipeline of 150+ targets; buying at 4-6x EBITDA, aiming for 10-14x public valuation.
- Insider ownership high; management focused on disciplined capital allocation and per-share value.