Added to YB: 2025-07-09
Pitch date: 2025-07-07
CRON [bullish]
Cronos Group Inc.
+50.18%
current return
Author Info
Stock Pursuit researches domestic deep value equities below net cash, net current asset value or net tangible assets. Sign up for the newsletter.
Company Info
Cronos Group Inc., a cannabinoid company, engages in the cultivation, production, distribution, and marketing of cannabis products in Canada, Israel, and internationally.
Market Cap
CAD 940.9M
Pitch Price
CAD 2.79
Price Target
N/A
Dividend
N/A
EV/EBITDA
-27.96
P/E
31.96
EV/Sales
1.27
Sector
Pharmaceuticals
Category
value
Profitable Cash Rich Net-Net Growing Top-line 28% - Cronos Group Inc.
CRON: Trading below NCAV (11% discount) and cash value with 26% 4yr revenue CAGR, 28% Q1 growth, positive EPS/FCF. Gross margins expanded to 43% from 18% YoY. 50% GrowCo ownership expanding capacity. $50M buyback. Risks: Israel tariffs, industry sentiment. Catalysts: Canada tax reform could add 10-15% to margins, int'l growth (385% YoY), Altria support (41% stake).
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