Professional
Added to YB: 2024-04-08
Pitch date: 2024-04-08
BARN.SW [bullish]
Barry Callebaut AG
-0.35%
current return
Author Info
Sweet Stocks is a former portfolio manager at an international small cap fund who shares pitches for international equities. Sign up for his blog.
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 1.2K
Price Target
N/A
Dividend
2.74%
EV/EBITDA
10.82
P/E
40.50
EV/Sales
0.91
Sector
Food Products
Category
value
Barry Callebaut – a tasty opportunity
BARN.SW: High cocoa prices strain 2024-25E profits, but cost cuts & long-term strengths intact. Base case 14x 2026E P/E (10% below consensus) attractive for global #1 scale & proven outsourcing model. Profit warning risk, but 30% cheaper still buyable. Strong mgmt to drive margin gains.
Read full article (20 min)