Added to YB: 2024-11-08
Pitch date: 2024-08-20
PBH.TO [neutral]
Premium Brands Holdings Corporation
+17.54%
current return
Author Info
Canadian Value Stocks writes about undervalued Canadian stocks. Sign up for the newsletter.
Company Info
Premium Brands Holdings Corporation, through its subsidiaries, manufactures and distributes food products primarily in Canada, the United States, Asia, and internationally.
Market Cap
CAD 3.4B
Pitch Price
CAD 81.86
Price Target
135.00 (+40%)
Dividend
4.44%
EV/EBITDA
14.20
P/E
28.14
EV/Sales
1.01
Sector
Food Products
Category
value
Premium Brands Holdings Corporation - $PBH.TO
PBH.TO (pass - valuation): Specialty food co w/ 10-11% RONA vs 15% target. High growth (9.6% organic), but returns lag. FCF yield 7%, EV/EBITDA 9x. $800M capex for $350M EBITDA by 2027. Bull case: RONA improves to 15%+. Risks: continued low returns, high debt, convertible refinancing.
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