Added to YB: 2025-06-23
Pitch date: 2025-06-19
VITL [neutral]
Vital Farms, Inc.
-4.88%
current return
Author Info
Kroker Equity Research is a value investor that uses Discounted Cash Flow (DCF) Model or the Excess Returns Model to value stocks. Sign up for their newsletter.
Company Info
Vital Farms, Inc., a food company, packages, markets, and distributes shell eggs, butter, and other products in the United States.
Market Cap
$2.3B
Pitch Price
$36.06
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.54
P/E
46.12
EV/Sales
3.32
Sector
Food Products
Category
growth
Three under-the-radar US small-caps - Vital Farms, Inc.
VITL (overview): Ethical pasture-raised egg company (93-95% of rev) with 28.5% sales growth to $606.3M in 2024, doubling net income to $53.4M. Expanding distribution (24k stores), healthy margins (37.9%), targeting $1B revenue by 2027. Rich valuation (30x P/E) but strong runway with only 9% household penetration. Risk: product concentration, premium pricing.
Read full article (8 min)