Professional
Added to YB: 2025-11-05
Pitch date: 2025-11-01
COLD [bullish]
Americold Realty Trust, Inc.
+18.81%
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 Realty Trust, Inc. is a global leader in temperature-controlled logistics and real estate, supporting the safe, efficient movement of food worldwide.
Market Cap
$4.3B
Pitch Price
$12.15
Price Target
N/A
Dividend
6.17%
EV/EBITDA
15.48
P/E
-38.16
EV/Sales
3.38
Sector
Industrial REITs
Category
value
An opportunity arises in food stocks - Americold Realty Trust, Inc.
COLD: Cold storage REIT w/ ~50% US market share trading at 10%+ implied cap rates vs historical 5-6%. 30-40% NAV discount amid consumer weakness & tariff headwinds. Trump-China ag deal tailwind emerging. Less new supply planned as high rates curb construction. 12-24mo horizon for recovery as inventories climb into year-end.
Read full article (2 min)