Added to YB: 2026-02-25
Pitch date: 2025-12-14
LMNR [bullish]
Limoneira Company
-4.77%
current return
Author Info
No bio for this author
Company Info
Limoneira Company operates as an agribusiness company in the United States and internationally. The company operates through four segments: Fresh Lemons, Lemon Packing, Avocados, and Other Agribusiness.
Market Cap
$255.1M
Pitch Price
$14.87
Price Target
30.00 (+115%)
Dividend
2.13%
EV/EBITDA
-32.24
P/E
-15.13
EV/Sales
2.24
Sector
Food Products
Category
value
Limoneira Company - $LMNR
LMNR: Agribusiness undervalued at $15 vs $30+ NAV. Upside: lemon recovery ($20+ pricing, +$7M from Sunkist deal), avocado ramp (750→2,000 full-bearing acres by 2030, $20K+ EBITDA/acre vs $2-5K lemons), $155M JV distributions. Base case $36M EBITDA vs Street $13M = $30 target (+98%). Risk case $10 (-31%) = 3.2x risk-reward. M&A optionality w/ activist Nolan 6% stake
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