Added to YB: 2026-04-29
Pitch date: 2026-02-26
ADW-A.TO [bullish]
Andrew Peller Limited
+8.77%
current return
Author Info
No bio for this author
Company Info
Andrew Peller Limited produces and markets wines and craft beverage alcohol products in Canada. The company offers wines under the Peller Estates, Trius, Thirty Bench, Wayne Gretzky, Sandhill, Red Rooster, Black Hills Estate Winery, Tinhorn Creek Vineyards, Gray Monk Estate Winery, Raven Conspiracy, and Conviction brands; Peller Family Vineyards, Copper Moon, Black Cellar, Vivo, Honest Lot, and XOXO brands; and Hochtaler, Domaine D’Or, Schloss Laderheim, Royal, and Sommet brands.
Market Cap
CAD 257.9M
Pitch Price
CAD 5.14
Price Target
N/A
Dividend
4.33%
EV/EBITDA
6.56
P/E
12.00
EV/Sales
1.13
Sector
Beverages
Category
special_situation
Andrew Peller Limited - $ADW-A.TO
ADW-A.TO: Canadian wine co #2 w/ 8.9% share. Trading 5.5x FY27 EBITDA ($70M est), 8-9x EPS ($0.60 est), 4.7% yield. $500M+ real estate vs $385M EV. Port Moody + vineyard sales could unlock $50-$150M. Family exited mgmt/board 2024-25, potential sale or dual-class collapse ahead. Gov subsidies ~50% EBITDA (risk if not renewed post-2027). US wine tariffs boosting share near-term.
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