Added to YB: 2026-07-03
Pitch date: 2026-07-01
PBH.TO [neutral]
Premium Brands Holdings Corporation
+0.31%
current return
Author Info
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Company Info
Premium Brands Holdings Corporation manufactures and distributes food products under various brands Canada.
Market Cap
CAD 4.4B
Pitch Price
CAD 84.74
Price Target
216.00 (+157%)
Dividend
4.04%
EV/EBITDA
16.47
P/E
97.20
EV/Sales
1.03
Sector
Food Products
Category
value
Value Hunt | H1 26 - Stay Humble or Die - Premium Brands Holdings Corporation
PBH.TO (holding update): Canadian specialty food platform, 70% US rev, run by owner-operator Paleologou ($200M→$7.5B rev). Capex cycle ending: $300M+ peak→$140-160M/yr. Mgmt targets 13-14% Specialty EBITDA margin by 2027 vs 9.6%. Trades 9x NTM EV/EBITDA, 50% below 5yr avg. Base case $145 (+70%), bull $216 (+150%), bear $78. Q2 in Aug.
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