Added to YB: 2026-07-07
Pitch date: 2026-07-07
AVO [bullish]
Mission Produce, Inc.
-1.56%
current return
Author Info
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Company Info
Mission Produce, Inc. engages in the sourcing, farming, packaging, marketing, and distribution of avocados, mangoes, and blueberries to food retailers, wholesalers, and foodservice customers in the United States and internationally.
Market Cap
$1.2B
Pitch Price
$13.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.70
P/E
41.24
EV/Sales
1.12
Sector
Food Products
Category
value
Mission Produce, Inc. (AVO)
AVO: Trades ~10x EV/EBITDA vs 12.5x 5yr median (14x peak hit every year since 2021) after a ~30% Apr–Jun selloff on an avocado price/volume dislocation mgmt says has normalized. Q2 lifted EBITDA estimates, added $100M buyback; multiple depressed partly by newly closed $465M Calavo deal (margin, seasonality, cross-sell upside) done without heavy leverage. ~40% upside by end-2027 at 12.5x re-rate on guidance, >50% at 14x. Two directors bought ~$13M at $11–12. Risk: guidance/margin recovery and Calavo integration.
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