Added to YB: 2024-03-15
Pitch date: 2024-03-15
BARN.SW [bullish]
Barry Callebaut AG
-1.01%
current return
Author Info
Turtle Capital is an equity analyst and private investor who shares investment ideas and his portfolio in his newsletter. Sign up for the newsletter.
Company Info
Barry Callebaut AG, together with its subsidiaries, engages in the manufacture and sale of chocolate and cocoa products.
Market Cap
CHF 5.8B
Pitch Price
CHF 1.3K
Price Target
N/A
Dividend
2.74%
EV/EBITDA
10.82
P/E
40.50
EV/Sales
0.91
Sector
Food Products
Category
value
THESIS BARRY CALLEBAUT - $BARN
Barry Callebaut ($BARN.SW): World's leading chocolate manufacturer hit by cocoa price crisis. Trades at ridiculous 15x normalized P/E vs historical 25-28x. Vertical integration, pricing power, and 35% recurring FCF support long-term growth despite near-term headwinds.
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