Added to YB: 2024-11-18
Pitch date: 2024-11-17
ATD.TO [bullish]
Alimentation Couche-Tard Inc.
-7.49%
current return
Author Info
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Company Info
Alimentation Couche-Tard Inc. operates and licenses convenience stores in North America, Europe, and Asia.
Market Cap
CAD 48.1B
Pitch Price
CAD 78.09
Price Target
N/A
Dividend
1.11%
EV/EBITDA
10.24
P/E
18.72
EV/Sales
0.82
Sector
Consumer Staples Distribution and Retail
Category
growth
Show full summary:
Alimentation Couche-Tard Inc Investment Thesis
ATD.TO: Leading convenience store operator with 17k stores in 31 countries. Strong returns (16% ROCE), fragmented industry. Founders own 20%. Risks: $47B Seven & i bid, EV impact on fuel sales (50% of profits). Mid-high teens return potential at CAD 77-79. Long reinvestment runway, aligned management.
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