Added to YB: 2025-11-14
Pitch date: 2025-11-12
SAP.TO [bullish]
Saputo Inc.
+10.09%
current return
Author Info
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Company Info
Saputo Inc. produces, markets, and distributes dairy products in Canada, the United States, Australia, Argentina, and the United Kingdom.
Market Cap
CAD 15.1B
Pitch Price
CAD 37.04
Price Target
45.00 (+10%)
Dividend
2.17%
EV/EBITDA
11.38
P/E
-164.36
EV/Sales
0.96
Sector
Food Products
Category
value
Show full summary:
Saputo: Dairy is not dead yet
SAP.TO: Strong H1 F2026 results with FCF up 229% to $540M vs $164M prior year due to normalized capex. Canada margin up 60bps to 13%, USA EBITDA +10% on highest fill rates ever, $50M cost savings coming. New CEO Colizza executing well. 1.8x debt/EBITDA, $1B FCF pace (6.7% yield). $45 price target, 27% upside.
Read full article (3 min)