Professional
Added to YB: 2025-11-05
Pitch date: 2025-11-01
COLD [bullish]
Americold Realty Trust, Inc.
+11.99%
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 is a global leader in temperature-controlled logistics real estate and value-added services.
Market Cap
$3.5B
Pitch Price
$12.40
Price Target
N/A
Dividend
7.47%
EV/EBITDA
13.82
P/E
-56.05
EV/Sales
2.99
Sector
Industrial REITs
Category
value
An opportunity arises in food stocks - Americold Realty Trust, Inc.
COLD: Cold storage REIT w/ ~50% US market share trading at 10%+ implied cap rates vs historical 5-6%. 30-40% NAV discount amid consumer weakness & tariff headwinds. Trump-China ag deal tailwind emerging. Less new supply planned as high rates curb construction. 12-24mo horizon for recovery as inventories climb into year-end.
Read full article (2 min)