Added to YB: 2024-08-22
Pitch date: 2024-08-19
ACI [bullish]
Albertsons Companies, Inc.
-28.11%
current return
Author Info
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Company Info
Albertsons Companies, Inc., through its subsidiaries, operates in the food and drug retail industry in the United States.
Market Cap
$6.7B
Pitch Price
$19.73
Price Target
34.10 (+140%)
Dividend
5.06%
EV/EBITDA
4.62
P/E
33.73
EV/Sales
0.26
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)