Added to YB: 2026-02-02
Pitch date: 2026-01-28
MTY.TO [bullish]
MTY Food Group Inc.
+4.23%
current return
Author Info
Fat Alpha Value Investing is a podcast that inveterviews top value investors who share their ideas. Sign up for the newsletter.
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 42.05
Price Target
52.50 (+20%)
Dividend
3.49%
EV/EBITDA
8.88
P/E
31.16
EV/Sales
1.76
Sector
Hotels, Restaurants and Leisure
Category
value
MTY Food Group with Robert Leitz
MTY.TO: Food franchising royalty business w/ 7,000 stores & 80 brands trading at 7x FCF (~14% yield). Acquisition machine that grew cash flow 15-20% annually. Multiple bidders offering low-50s CAD vs current CAD 42 trade; 25% quick upside potential or attractive long-term hold.
Read full article (39 min)