TSE:MFI

Maple Leaf Foods (MFI.TO)

27.96
-0.31 (1.10%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
124 watching
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Investor Insights
star iconJul 26, 2026, 12:00 am

This summary was created by AI, based on 7 opinions in the last 12 months.

Maple Leaf Foods (MFI-T) is perceived as a defensive stock that has been undergoing a turnaround, providing potential for margin improvement and delivering a relatively stable dividend yield of around 2.5% to 3%. However, experts express differing views on its resilience, as it operates in the consumer staples sector but is not entirely recession-proof due to its higher-end branding. Following a notable decline in share price of approximately 25% recently, some analysts suggest that the stock is becoming more attractive now, especially after a spin-off that helps mitigate commodity risk. Despite a history of volatility and challenges with rising input costs affecting margins, recent performance shows a recovery, indicating that the company could be gearing up for improved cash flow and returns in the near future. Given the mixed reviews but general optimism about its long-term prospects, many feel that, while MFI is currently undervalued, it could experience growth as market conditions stabilize.

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Consensus
Hold
valuation icon
Valuation
Undervalued
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TOP PICK

A stock that people have loved to hate for a long time because the protein business has not performed well. He is getting increasingly more excited about this one. Have been making all the right strategic moves by selling some non-core businesses. Announced the sale of their bread business, which will fetch top dollar. Feels analysts are underestimating how much that business will go for. Protein business is going through a huge restructuring. This will create cost savings and an increase in EBITDA. $18-$20 is his 12 month target.

DON'T BUY

Took a sharp jump on the basis that they are looking at selling off their Canada Bread assets. Usually when a big event happens you get a big jump for about 3 days. Right now, this potential has been baked into the price. They may decide not to which would create a pull back. Not sure there is a lot of potential on a going forward basis.

DON'T BUY
Problem with this is that so much of their business is focused in protein and protein is such a hard business to make a gross margin in. Stock has been range bound for 15 years. He would focus on food stocks that are high in carbohydrates.
DON'T BUY
His model price is $10.82, which is right on the current stock price. Doesn't see much value here.
HOLD
Teachers pension board want to fight the poison pill in order to allow a possible bidding war. Compelling at current prices. Until the Teachers’ holdings of about 35% are gone, there might not be a lot of appreciation in the stock.
DON'T BUY
It’s a tough business. The pork business has been brutal. Stock will perform better over the next 6 months. It seems there is one problem after another. He doesn’t have stocks in this space.
COMMENT
Had some troubles with listeria in the meats but seems to have recovered nicely. Good balance sheet and provides good cash flow. He prefers Saputo (SAP-T). Not very liquid.
SELL
Has been in a low volume, choppy range since the beginning of the summer. There has been some volume over the past few weeks but generally speaking the stock has been going nowhere. Absolutely sideways. Not showing anything that will get it out of the rut. If you own, consider selling.
DON'T BUY
(Market Call Minute.) Has never been a favourite of his. Traditionally meatpacking is a very low margin industry.
SELL
Had a lot of issues with the listeria breakout last year. Turnaround story. Trying to move from commodity foods to branded packaged goods. Potential for upside, but has a levered balance sheet and trades at a fairly high earnings multiple. Prefers its subsidiary, Canada Bread (CBY-T).
HOLD
(Market Call Minute) When you factor in the debt on the balance sheet he doesn’t think it is overly cheap.
TRADE
Well-managed company and valuation levels have caught their attention. Increases in input costs recently.
DON'T BUY
The guess is whether people are going to be coming back and buying Maple Leaf products. Be cautious as you are counting on them getting back to the volumes and pricing they had before.
SELL
(Market Call Minute.) Declining profitability.
WAIT
Is on his watch list; he likes the company; they will survive. This is the way processed food works in our society. McDonalds was a great investment after the mad cow thing and similarly this will be a good buy soon
Showing 61 to 75 of 132 entries