Andrew Peller (ADW.A.TO) Buy, Sell or Hold

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Andrew Peller (ADW.A.TO)

5.52

-0.08 (1.43%)

as of Jun 8, 2026, 7:59:59 pm Market Open.

135 watching

Investor Insights

Jun 8, 2026, 12:00 am

This summary was created by AI, based on 1 opinions in the last 12 months.

Andrew Peller, trading under the symbol ADW.A-T, is perceived as a fairly well-run company, yet it operates in a challenging environment characterized by thin margins and significant tax liabilities. The complexity of interprovincial trade further complicates its operational landscape. While the company offers a decent dividend and doesn't typically trade at high valuations, experts note a lack of growth potential. This stagnation is exacerbated by broader societal trends, as fewer individuals are consuming alcoholic beverages, presenting additional headwinds for future performance. Overall, while there are some positive aspects, the challenges posed by the market and consumer preferences make for a cautious outlook.

Consensus

Neutral

Valuation

Fair Value

Similar

Constellation, STZ

HOLD

Online makes it a growth industry going forward. Niagara region wines have a better international following. Comfortable continuing to hold it if you own it.

BUY

Long-term, core position of his. Extremely well managed. High quality, high profit margins, inexpensive at 1.5x revenues. In a soft period, mainly because of lockdowns in Ontario and at airports. E-commerce and retail sales have increased significantly. Extremely temporary weakness. Solid balance sheet, great cashflow.

TOP PICK

High quality earnings at a dirt-cheap price. Second largest producer in Canada. Stock's down 45%, but sales and earnings have continued to grow. Very well managed, strong brands, 40% margins, trading at 12x earnings. Buying back shares. Regularly grows its dividend. Yield is 2.13%. (Analysts’ price target is $16.25)

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company’s inventory is quite liquid and they are able to cover current long term debt. Debt levels also look manageable compared to cash flows. The total debt is around average although interest expenses are above average historically.. The current ratio is healthy at 4.3x making short term liabilities less of an issue. Unlock Premium - Try 5i Free

BUY ON WEAKNESS

Allan Tong’s Discover Picks ADW.A has recovered from a March 2020 Covid trough of $7.02, posting an over 50% comeback. Before Valentine’s Day this year, Peller reported its sales were up 9.3% in Q3 and 4.6% year-to-date, aided by a new e-commerce portal that helped offset pandemic hit of as restaurant and bar closures. Also, ADW.A stock’s EBITA rose 18.1% YTD. However, for the three months ending 2020, gross margin as a percentage of sales was 37.4% compared to 41.3% the year before. Reasons included higher imported wine costs and customers tippling more lower-margin vintages. ADW did reduce its ad spend and trim staff in response to Covid. Read Wine and Pizza: 3 Uplifting Food Stocks for our full analysis.

TOP PICK

It's Canada's second-biggest wine seller. The stock is down 45% in the last three years, despite growing sales and earnings by acquiring new product and controlling costs. Good managers and brands, strong cash flow and boasts over 40% gross margin. Yet it trades at only 12x PE. Cheaper than U.S. wine IPOs. He expects ADW to report record profits and sales in coming months which should return shares to the mid/high-teens. Also, they're buying back shares. (Analysts’ price target is $16.25)

PAST TOP PICK

(A Top Pick Feb 24/20, Up 3%) It is a core position. It is one of two players in Canada. Top line growth slowed intentionally. They have done phenomenally well during the pandemic. They have done a good job reducing expenses.

TOP PICK

One of his core holdings. They are continuing to grow their margins. It is trading at a huge discount to other alcohol companies. (Analysts’ price target is $17.00)

PAST TOP PICK

(A Top Pick Nov 18/18, Down 8%) They made acquisitions and markets got ahead of themselves. Now things have settled down. It is a nice stable company and the dividends should increase over time. Stay with it.

BUY

Long-term holders. Love the company, management is fantastic. Bought some more recently. Came down on valuation. Great entry point at this price. Second biggest wine company in Canada. Putting a lot of money into marketing. Will start to see benefits of investing in brands as topline growth. Would hang on to this one.

COMMENT

He owns a bit of this, but prefers Corbys because it has a better cash generation ratio and pays a better dividend. He doesn't dislike ADW, though.

TOP PICK

He likes the business as in good times and bad times people go out for a drink with friends. (Analysts’ price target is $19.58)

WAIT

They are a Canadian wine story. They are growing by acquisition. As the market has gone through a correction, so has this stock. As the multiple corrects, he will be looking at it.

BUY

He bought at a lower multiple and the company has done well. He discussed the impact form cannabis with the CEO and they don't think there will be any. In the US there was a temporary impact on the beer industry. The prospects remain very bright with the sale of wine in grocery stores.

BUY ON WEAKNESS

It is his largest position. It has had quite a move to the upside recently. 3 analysts started covering the stock and they made an acquisition. They are very well managed and there is good growth in wine consumption. They also benefit where Ontario grocery stores are being encouraged to carry wine. Buy it on a dip and put it away. He does not think pot legalization will cut into wine consumption.

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Andrew Peller (ADW.A.TO)