Professional
Added to YB: 2024-11-25
Pitch date: 2024-11-22
SAP.TO [bullish]
Saputo Inc.
+61.37%
current return
Author Info
Nugget Capital Partners is a research analyst specializing in resources w/ focus on energy. Sign up for the newsletter.
Company Info
Saputo Inc. produces, markets, and distributes dairy products in Canada, the United States, Australia, Argentina, and the United Kingdom.
Market Cap
CAD 15.1B
Pitch Price
CAD 25.27
Price Target
N/A
Dividend
2.17%
EV/EBITDA
11.38
P/E
-164.36
EV/Sales
0.96
Sector
Food Products
Category
turnaround
Year-end TSX market dredge opportunities - Saputo Inc.
SAP.TO: Dairy giant at cyclical trough, 8x EBITDA. 26% EBITDA growth by 2026. Capex plunge to cut costs. Canada reg change boosts margins. Labor surplus, rate cuts favor demand. Insiders buying, buyback talk. Dividend since 1998. Tax loss selling opportunity. NCP long.
Read full article (2 min)