Added to YB: 2026-01-27
Pitch date: 2026-01-24
MTYFF [neutral]
MTY Food Group Inc.
+2.82%
current return
Author Info
No bio for this author
Company Info
MTY Food Group Inc. operates and franchises quick-service, fast-casual, and casual dining restaurants in Canada, the United States, and internationally.
Market Cap
CAD 967.3M
Pitch Price
CAD 42.63
Price Target
37.00 (-16%)
Dividend
3.49%
EV/EBITDA
8.88
P/E
31.16
EV/Sales
1.76
Sector
Hotels, Restaurants and Leisure
Category
special_situation
The Illiquid Edge | Portfolio Positions Heading in to 2026 - The Goodheart - MTY Food Group Inc.
MTYFF (holding update): Trades at 25% levered FCF yield amid strategic review with 3 bidders at 20% premium to current price. Bids due this week, final terms in 3 months. Screens poorly due to lease obligations paid by franchisees (not corp debt), creating mispricing opportunity.
Read full article (1 min)