Added to YB: 2025-02-07
Pitch date: 2025-02-06
JDEP.AS [bullish]
JDE Peet's N.V.
+99.91%
current return
Author Info
Chop Wood, Carry Water is a tech manager and investor searching for value-based investments. Sign up for the newsletter.
Company Info
JDE Peet's N.V., together with its subsidiaries, provides various coffee and tea products worldwide. It operates through LARMEA, APAC, Europe, and Peet’s segments.
Market Cap
EUR 7.9B
Pitch Price
EUR 15.85
Price Target
22.00 (-31%)
Dividend
4.33%
EV/EBITDA
8.99
P/E
14.83
EV/Sales
1.51
Sector
Food Products
Category
value
$JDEP Quick Pitch
JDEP.AS: Global coffee/tea leader, #1-2 in 39 markets. +3.6% organic sales, 5-yr CAGR 5%. JAB upped stake to 68%. New CEO, premium focus. Green coffee inflation risk. €650m-€1B FCF potential. 3.12x leverage post-acquisitions. €22 PT, 10-12% return potential w/ dividend.
Read full article (3 min)