Added to YB: 2026-03-13
Pitch date: 2026-03-11
COLD [bullish]
Americold Realty Trust, Inc.
-4.16%
current return
Author Info
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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
$3.4B
Pitch Price
$11.77
Price Target
N/A
Dividend
7.60%
EV/EBITDA
13.58
P/E
-30.18
EV/Sales
3.02
Sector
Industrial REITs
Category
dividend
Stock Idea: Americold Realty Trust
COLD: 2nd largest cold storage REIT w/ 239 facilities serving 3,200+ food customers (top 25=50% rev, 39yr avg relationship). 60% rev on fixed commitments, 26% sites production-advantaged. Faces oversupply (15% capacity vs 5% demand growth), weak food demand, rising labor/power costs. 7%+ div yield after stock crash. Growing AFFO ~8%/yr, 2.3% 5yr div CAGR. Market growing 6.8%/yr. Automating via Project Orion. REIT debt structure.
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