martin92 on NVRI (NVRI)
公司名称：Enviri Corporation
详细生意模式：美国
护城河：Clean Earth拟售予Veolia($14.50-16.50/share现金)+SpinCo(Enviro+Rail)价值~$16/share。当前$19。
估值水平：🟢强
EV/Market Cap：4.9x EV/EBITDA
网络观点：Veolia交易提供明确定价，SpinCo被严重低估。
AI观点：经典特殊情形套利。Deal逻辑清晰：现金$15-16 + SpinCo $12-16 = 合理价值$28-32 vs 当前$19。需Veolia交易顺利推进。短期套利年化收益率不错。
原文日期：2026-01-31
作者简介：VIC特殊情形专家
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