Added to YB: 2025-10-16
Pitch date: 2025-10-14
FARM [neutral]
Farmer Bros. Co.
-13.79%
current return
Author Info
The Value Road is a deep value investor that's interested in post bankruptcy, NAV, and undervalued micro and nano-cap stocks. I only invest in companies that have layers of value behind them, usually with little or no debt. Sign up for their newsletter.
Company Info
Farmer Bros. Co. engages in roasting, wholesaling, equipment servicing, and distributing coffee, tea, and other allied products in the United States.
Market Cap
$31.3M
Pitch Price
$1.74
Price Target
3.44 (+129%)
Dividend
N/A
EV/EBITDA
2.66
P/E
-2.30
EV/Sales
0.24
Sector
Food Products
Category
special_situation
The 41% Signal: How Strategic Reviews Hint at Hidden Takeovers - Farmer Bros. Co.
FARM (strategic review): Board formed strategy committee w/ advisors to evaluate alternatives to max shareholder value. $35M mkt cap, $85M EV, 0.25x EV/Sales, negative EBITDA. Options: sell roasting/distribution assets, merge w/ coffee supplier, restructure debt for private-label growth. Asset monetization/take-private could double equity but weak balance sheet limits time.
Read full article (1 min)