Professional
Added to YB: 2026-05-01
Pitch date: 2026-04-29
PBH.TO [bullish]
Premium Brands Holdings Corporation
+0.61%
current return
Author Info
Alta Fox Capital Management is an alternative asset management firm based in Fort Worth, Texas, thaat occaionally shares stock pitches. Follow on Twitter.
Company Info
Premium Brands Holdings Corporation manufactures and distributes food products under various brands Canada.
Market Cap
CAD 4.3B
Pitch Price
CAD 84.73
Price Target
146.00 (+71%)
Dividend
4.08%
EV/EBITDA
17.06
P/E
92.50
EV/Sales
1.03
Sector
Food Products
Category
value
Premium Brands Holdings Corp: PBH CN; Specialty food manufacturer & distributor in secular growth markets; Trading at decade-low valuations ahead of inflecting FCFE
PBH.TO: Specialty food mfg/distrib in better-for-you categories w/ ~40% mkt share in core segments. 6yr capex cycle ending (down 50% from peak), unlocking margin expansion & FCF inflection. Estimates FY27E EBITDA $1.05B vs consensus $990M; FCFE ~$8/sh vs cons $6.9. EPS to ~double FY25-27. Trades 10x EBITDA (decade-low, 50% discount to peers) despite 17% organic growth 2H25. Stampede acq + Shaw divestiture add $100M+ EBITDA. Risks: 3.8x net debt/EBITDA, beef inflation pressure, execution on ramp. PT C$146, 75% upside.
Read full article (9 min)