Added to YB: 2024-08-22
Pitch date: 2024-08-19
ACI [bullish]
Albertsons Companies, Inc.
-13.79%
current return
Author Info
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Company Info
Albertsons Companies, Inc., through its subsidiaries, engages in the operation of food and drug stores in the United States.
Market Cap
$12.3B
Pitch Price
$20.10
Price Target
34.10 (+96%)
Dividend
2.84%
EV/EBITDA
5.41
P/E
12.90
EV/Sales
0.33
Sector
Consumer Staples Distribution and Retail
Category
special_situation
Show full summary:
Chandra Capital Idea #1 Albertsons (ACI) Undervalued M/A Play
ACI: Merger arbitrage play with Kroger at $34.10/share (70% upside). If blocked, still undervalued at 9.7x P/E vs 23x industry avg, 7% earnings growth, 2.46% dividend. 50/50 merger chance; 30% upside in 1-2 years if fails. $500M termination fee cushion. Unfairly punished by antitrust concerns.
Read full article (2 min)