TSE:MFI

Maple Leaf Foods (MFI.TO)

30.43
+0.17 (0.56%)
as of Jun 4, 2026, 2:50:04 pm Market Open.
124 watching
0
Investor Insights
star iconJun 4, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

Maple Leaf Foods (MFI-T) presents a mixed picture according to various experts. The consensus is that it has undergone a turnaround in recent years, with improvements in margins and a solid dividend yield of around 2.5% to 3%. However, there is concern regarding its volatility as a consumer staples company, and some believe it might not be recession-proof due to its higher-end branding, potentially making it risky during unfavorable economic conditions. Despite a significant drop in price recently, many analysts suggest that MFI looks more attractive after spinning out Canada Packers, which helps mitigate commodity risk. The overall sentiment leans toward holding or considering adding more to positions, with several experts observing steady underlying business fundamentals that show promise for recovery.

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Consensus
Hold
valuation icon
Valuation
Undervalued
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BUY
Has been in the doldrums for a period of time, but their recent earnings looked OK. Hasn’t hit his screens from a valuation point. Good underlying management.
DON'T BUY
Strong Cdn$ is starting to hurt the company. Have been doing too many things and not concentrating on their core business.
TOP PICK
(A Top Pick Aug 25/06. No change.) Deep value play. 2 major businesses, Canada Bread ($9.50 value) and meats. Restructuring and moving towards a more finished, high margin product.
SELL
The meat packing industry has always been a low margin business. Doesn't see a quick turnaround. Use it as a tax loss.
SELL
Have had a few problems lately with their overall operations. Margins have not been terrific.
DON'T BUY
They continue to look for value added products. Cost structure still seems to be a little bit out of control and has a lot of volatility. There are health issues with the meat related products. Not much here to get you excited.
BUY
Reasonable value. A major shareholder of Canada Bread. Stock price dropped due to their meat processing business was going through a great deal of difficulty.
DON'T BUY
She has this as a short but at this time, she would be looking to buy back. Doesn't see it going below $10. They have missed numbers. A very tough business.
BUY
Started looking at this stock because of a lot of consolidation among the major meat producer/packers. Not a bad company. Stock has sold off pretty hard. Could be a takeover candidate or consolidated. Not expensive.
TOP PICK
At a 52 week low which represents very compelling value. Owns about 90% of Canada Bread (CBY-T). If you where to dividend out Canada Bread to the shareholders, it would represent about $10.50 which means you are really buying the food processing business for about $1. MLF has about $1 billion in debt but CB has no debt.
DON'T BUY
The problem with them is that there are a lot of moving pirates when it comes to the cost of their goods and the profitability that they generate. A very difficult business and the margins are very low.
SELL
This is a well managed company. There are a lot of sellers looking to sell. Avoid. Sell if you own.
BUY ON WEAKNESS
His model price is $18.12, a 22% differential but the stock will probably end up at $17.75. $12.80 is probably the bottom and that is where he would buy.
DON'T BUY
This is not the right place to be in this kind of market. It's a company that will continue to grow, but you want to be in something that's participating in this rally. This is more of a defensive play and this is not a defensive market right now.
DON'T BUY
An interesting company because you would think they should be making money hand over fist, but looking at the stock for a long term it's hard to get rich with this stock. Doesn't trade a lot. Low margins.
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