Added to YB: 2024-12-06
Pitch date: 2024-12-04
ATD.TO [neutral]
Alimentation Couche-Tard Inc.
-11.42%
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 81.55
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
Alimentation Couche-Tard Inc. - $ATD.TO
ATD.TO (sold position): Convenience store giant w/ 16,861 stores globally. Solid growth (6% rev CAGR, 15% EPS CAGR), high ROCE. Risks: weak SSS, EV transition, potential 7-11 acquisition. Valuation assumes 18% FCF CAGR. Sold due to lack of conviction on long-term thesis & EV concerns.
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