Added to YB: 2026-09-03
Pitch date: 2026-08-31
CALM [bullish]
Cal-Maine Foods, Inc.
-1.17%
current return
Author Info
No bio for this author
Company Info
Cal-Maine Foods, Inc., together with its subsidiaries, engages in the production, grading, packaging, marketing, and distribution of shell eggs, egg products, and prepared foods in the United Sates.
Market Cap
$3.7B
Pitch Price
$79.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.97
P/E
11.90
EV/Sales
0.96
Sector
Food Products
Category
turnaround
The Monday Morning Briefing - Cal-Maine Foods, Inc.
CALM: Cal-Maine is a mean-reversion play on the largest U.S. egg producer as the industry approaches a cycle bottom. Shares are down ~27% over the past year, and Value Don’t Lie notes that they trade well below their 20-year median near 2.1x book value, at the low end of the historical range. Net cash equals ~20% of market capitalization and free-cash-flow yield is 8.7%, while avian flu and producer behavior drive supply-side volatility.
Read full article (1 min)