Added to YB: 2026-07-15
Pitch date: 2026-07-12
AMNF [bullish]
Armanino Foods of Distinction, Inc.
-1.5%
current return
Author Info
No bio for this author
Company Info
Armanino Foods of Distinction, Inc. produces and markets frozen food products in the United States. The company offers gourmet beef, Italian style beef and pork, and smoked turkey meatballs; grated parmesan and 3 cheese blend cheese; and various pesto, such as basil, artichoke, cilantro, dried tomato and garlic, roasted garlic, roasted red bell pepper, and southwest chipotle.
Market Cap
$314.0M
Pitch Price
$10.37
Price Target
17.00 (+66%)
Dividend
1.95%
EV/EBITDA
10.46
P/E
16.32
EV/Sales
3.66
Sector
Food Products
Category
growth
Armanino Foods - growth pesto leader
AMNF: Leading frozen pesto foodservice player (~60% share), 50yr history, no debt, ~10% mkt cap cash, 100 straight dividend quarters. 49% GM, 32% op margin, only 37 employees. EPS 3x'd since '22, +20% Q1. New CEO pushing Tier 1 QSR national accounts ($20-30M each). 17x '25 EPS. Bull: $17 target, 18% IRR by 2030 + NASDAQ uplist catalyst. Risks: 54% one-distributor reliance, LTO/non-recurring revenue, input cost inflation.
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