Added to YB: 2024-11-11
Pitch date: 2024-11-08
EBRO.MC [neutral]
Ebro Foods, S.A.
+16.79%
current return
Author Info
Bos Invest is a Dutch investor using fundamental analysis and a total return approach. Sign up for their newsletter.
Company Info
Ebro Foods, S.A. operates as a food company in Spain, rest of Europe, the United States, Canada, and internationally.
Market Cap
EUR 2.5B
Pitch Price
EUR 15.64
Price Target
N/A
Dividend
4.04%
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Food Products
Category
N/A
Ebro Foods: largest rice producer is a bargain
EBRO.MC (watchlist): Global rice & fresh pasta leader, 23-55% market share key regions. Recent rice & wheat price drops boost margins (pasta EBITDA-A +2.6%). 13.5x P/E, 4% yield. Short-term tailwinds from commodity prices, but long-term growth & differentiation concerns. Not attractive enough yet, monitoring.
Read full article (4 min)