Professional
Added to YB: 2025-09-24
Pitch date: 2025-09-22
COLD [bullish]
Americold Realty Trust, Inc.
+2.76%
current return
Author Info
Nugget Capital Partners is a research analyst specializing in resources w/ focus on energy. Sign up for the newsletter.
Company Info
Americold is a global leader in temperature-controlled logistics real estate and value-added services.
Market Cap
$3.1B
Pitch Price
$12.45
Price Target
28.00 (+120%)
Dividend
8.53%
EV/EBITDA
13.04
P/E
-49.09
EV/Sales
2.83
Sector
Industrial REITs
Category
value
Increasing position in Americold Realty Trust (COLD)
COLD: Trading at historic 5.8x net debt/EBITDA & 50% discount to $28 NAV consensus amid fund tax-loss selling. Trump tariffs hurt China ag trade but likely reverse 2026. Cold storage demand growing, new supply falling, mgmt expects occupancy rise H2. 7-10% NOI growth proj, 6.9% yield, insiders buying.
Read full article (6 min)