REZI Resideo Technologies, Inc. Loading...

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19:43
Feb 26
Charles Bobrinskoy Vice Chair and Head of Investment Group, Ariel Investments CNBC
The speaker discusses "hard companies" like Phinia (powertrain/turbochargers) and the Honeywell thermostat spin-off (Resideo). He notes Phinia trades at ~13x earnings and benefits because the transition to full EVs is slower than expected, keeping hybrids and ICE vehicles relevant. The market priced these legacy industrial spin-offs as if their terminal value was zero due to the EV transition. As the EV timeline extends, these cash-generative "boring" businesses re-rate higher because their runway is longer than the market anticipated. LONG. "Hard economy" value plays with low expectations. Accelerated adoption of full EVs rendering ICE technologies obsolete faster than predicted.
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About REZI Analyst Coverage

Buzzberg tracks REZI (Resideo Technologies, Inc.) across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked.