Added to YB: 2025-04-10
Pitch date: 2025-02-19
PBH.TO [bullish]
Premium Brands Holdings Corporation
+27.68%
current return
Author Info
No bio for this author
Company Info
Premium Brands Holdings Corporation, through its subsidiaries, manufactures and distributes food products primarily in Canada, the United States, Asia, and internationally.
Market Cap
CAD 3.4B
Pitch Price
CAD 75.36
Price Target
N/A
Dividend
4.44%
EV/EBITDA
14.20
P/E
28.14
EV/Sales
1.01
Sector
Food Products
Category
growth
Premium Brands Holdings Corporation - $PBH.TO
PBH.TO: Trading near 52-week lows despite inflecting fundamentals. $800M capex for US growth, $1.7B sales capacity. Pipeline >$1B with major US clients. 25-30% incremental EBITDA margins. Potential distribution biz sale ($750M at 10x EBITDA). $1B EBITDA by 2026 (6x multiple). Risks: Starbucks changes, customer concentration, Trump tariffs, plant delays, Canadian consumer weakness.
Read full article (6 min)