Professional
Added to YB: 2025-10-07
Pitch date: 2025-10-05
COLD [bullish]
Americold Realty Trust, Inc.
+11.64%
current return
Author Info
Nugget Capital Partners is a research analyst specializing in resources w/ focus on energy. Sign up for the newsletter.
Company Info
Americold Realty Trust, Inc. is a global leader in temperature-controlled logistics and real estate, supporting the safe, efficient movement of food worldwide.
Market Cap
$4.3B
Pitch Price
$12.93
Price Target
N/A
Dividend
6.17%
EV/EBITDA
15.48
P/E
-38.16
EV/Sales
3.38
Sector
Industrial REITs
Category
value
3 REITs NCP expects to outperform - Americold Realty Trust, Inc.
COLD: Cold storage REIT down on new supply + tariff impact on import/export. Trading 35-50% below analyst NAVs at ~12% implied cap rate, 7% dividend yield. Trump-Xi soy talks + $10B farm bailout could boost demand. JPM/Vanguard adding positions. All analysts see sustainable dividend despite recent target cuts.
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