Professional
Added to YB: 2025-01-21
Pitch date: 2025-01-17
PRGO [bullish]
Perrigo Company plc
-49.04%
current return
Author Info
White Falcon Capital is a value-investing fund that aspires to buy and hold a collection of wonderful publicly listed businesses run by aligned and like-minded managers and owners. Follow on Twitter/X.
Company Info
Perrigo Company plc provides over-the-counter health and wellness solutions in the United States, Europe, and internationally.
Market Cap
$1.6B
Pitch Price
$22.27
Price Target
50.00 (+341%)
Dividend
10.08%
EV/EBITDA
6.73
P/E
-1.14
EV/Sales
1.15
Sector
Pharmaceuticals
Category
turnaround
White Falcon Capital Portfolio Holding: Perrigo Company plc
PRGO: Pure OTC focus after generic sale. Aims 40% gross margin by 2028 via supply chain optimization, acquisition synergies, pricing. Infant formula recovery expected 2H24. Opill OTC birth control launch. Low-mid single-digit sales growth, EPS $3.25-3.50 by 2025/26. $50 price target (~2x upside).
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