Professional
Added to YB: 2025-09-24
Pitch date: 2025-09-22
COLD [bullish]
Americold Realty Trust, Inc.
+13.55%
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
$3.5B
Pitch Price
$12.23
Price Target
28.00 (+102%)
Dividend
7.47%
EV/EBITDA
13.82
P/E
-56.05
EV/Sales
2.99
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)