Professional
Added to YB: 2025-10-07
Pitch date: 2025-10-05
COLD [bullish]
Americold Realty Trust, Inc.
+5.24%
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
$13.20
Price Target
N/A
Dividend
7.47%
EV/EBITDA
13.82
P/E
-56.05
EV/Sales
2.99
Sector
Industrial REITs
Category
value
3 REITs NCP expects to outperform - Americold Realty Trust, Inc.
COLD: Cold storage REIT down on new supply + tariff impact on import/export. Trading 35-50% below analyst NAVs at ~12% implied cap rate, 7% dividend yield. Trump-Xi soy talks + $10B farm bailout could boost demand. JPM/Vanguard adding positions. All analysts see sustainable dividend despite recent target cuts.
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