Added to YB: 2026-03-11
Pitch date: 2026-01-07
CPKR.TO [bullish]
Canada Packers Inc.
+20.28%
current return
Author Info
No bio for this author
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 583.3M
Pitch Price
CAD 16.43
Price Target
26.50 (+34%)
Dividend
4.68%
EV/EBITDA
4.57
P/E
5.50
EV/Sales
0.55
Sector
Food Products
Category
special_situation
CANADA PACKERS INC - $CPKR.TO
CPKR.TO: Pork processor spun from MFI trades 18% FCF yield post non-fundamental selling. Run-rate $200M EBITDA (~$90M levered FCF) vs stale circular est $130M. RWA niche growing 15% CAGR. Already near 2x leverage target (from 3x) enabling faster capital returns/M&A by 1H26 vs 12-18mo plan. PT $26.50 (10% WACC, 6x terminal). Risks: McCain family control (40%), MFI related party conflicts, swine flu.
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