Added to YB: 2026-01-30
Pitch date: 2026-01-28
CPKR.TO [bullish]
Canada Packers Inc.
+9.71%
current return
Author Info
Scolopax is a generalist value investor who has been working in asset management as an equity analyst for almost ten years. Sign up for the newsletter.
Company Info
Canada Packers Inc. engages in the production of raised without antibiotics (RWA) pork. The company’s integrated operations cover hog production, processing, and value-added innovation.
Market Cap
CAD 504.3M
Pitch Price
CAD 16.58
Price Target
30.00 (+65%)
Dividend
5.42%
EV/EBITDA
2.14
P/E
3.77
EV/Sales
0.30
Sector
Food Products
Category
value
Canada Packers : I Got You Babe
CPKR.TO: Pork processor spun from Maple Leaf w/ 85% capacity utilization vs mid-90s potential. Market normalizing post-China ASF disruption. CEO targets 4.7M hogs (vs 4.165M LTM) via low-capex growth, operational KPI improvements, premium branding. Trades 6.9x avg EV/EBITDA, 20% FCF yield at $17. 5.4% div yield. Upside to $30/share (+75%).
Read full article (13 min)