Added to YB: 2025-04-08
Pitch date: 2025-04-05
SAP.TO [bullish]
Saputo Inc.
+72.72%
current return
Author Info
No bio for this author
Company Info
Saputo Inc. produces, markets, and distributes dairy products in Canada, the United States, Australia, Argentina, and the United Kingdom.
Market Cap
CAD 15.1B
Pitch Price
CAD 23.61
Price Target
N/A
Dividend
2.17%
EV/EBITDA
11.38
P/E
-164.36
EV/Sales
0.96
Sector
Food Products
Category
turnaround
Saputo: look at this cheese
SAP.TO: Dairy giant recovering from 10-year slump. Q3 2024: Rev $5B CAD (+17% YoY), Adj EBITDA $417M (8.3% margin). USA 45% sales, Canada 27%. Global CapEx plan improving efficiency. FCF ~$600M (6% yield). 3% dividend, 5% buyback. Risks: Trump's USMCA renegotiation, vegan alternatives. 10% IRR potential via multiple expansion, FCF growth, buybacks.
Read full article (6 min)