Premium Brands Holdings Corp (PBH.TO) Buy,…

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Premium Brands Holdings Corp (PBH.TO)

77.22

+0.08 (0.10%)

as of Nov 13, 2026, 9:00:00 pm Market Closed.

265 watching

HOLD

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

Debt is high, with a debt-to-equity ratio of 1.5 and a net debt/EBITDA of 6.1X, and profit margins are thin, but management has successfully used debt to inorganically grow the company, and this is demonstrated through its top-line sales growth. The recent move comes alongside its reiteration of guidance for the year as well as a bit of valuation re-rating - its forward earnings multiple has expanded from 13X in late 2022 to 23X currently.

It has missed its last few earnings results, although, the price has continued to rise despite this. We feel that if its earnings are OK or better than expected in August, the stock could continue to climb as signs of peak interest rates and earnings growth appear.
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PAST TOP PICK

(A Top Pick May 16/22, Down 1%)

IT has lagged due to inflationary costs but pricing has caught up. It is noteworthy that 85% of its revenue growth will be organic in its five year growth plan. There are 18 projects planned , 11 of which have been started. It will source more prepaid food options. It is building a 500,000
square foot sandwich making facility in the U.S.

BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Highly accretive acquisition announced. Strong momentum helped by COVID. Acquisitions accretive. Improved Free Cash Flows.

TOP PICK

Growing organically and inorganically. Challenges with supply chains and pandemic, but will work through them and end up stronger. Inflation has hurt, but now cost pressures are subsiding. Expects a few quarters of healthy margins, positive for the stock. High quality, record-low valuation. Yield is 3.33%. (Analysts’ price target is $112.11)

WATCH

Great management team that keeps making good acquisitions and broadening its distribution and product line. Inflation causes headwinds with increasing input costs.

PAST TOP PICK

(A Top Pick Nov 15/21, Down 36%) Unable to pass through inflation costs quickly, but they'll get there. High debt hurt by rising rates. In 2015, invested heavily, and stock went up 4x in years after, though inflation will dampen this type of result. With price set on brands, once input costs drop, margins will expand. He's still buying.

HOLD

Company facing cost increases with inflation, but should be able to pass on to customer. Discretionary purchasers are fickle, will be tough to gauge demand of product. Volatile past few quarters. Waiting to see if shares stabilize. Dividend yield not high enough to justify investment.

COMMENT

Hesitates on this given risk/reward profile. But it still offers decent value in the medium- and long term.

BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Good revenue and dividend growth. Good track record of accretive acquisitions. Expanding its geographic/operating markets. Ability to pass on inflation.

TOP PICK

It caters to regionally produced food that is healthier, etc. Has a great long term record with a short term stumble. Has grown at 15% for 15 to 20 years. Organic growth is at 7% and acquisitions take this to the 15% level. It is off 25% but earnings estimates are not much changed. The business has really grown in the past 5 years but the stock price hasn't kept up. Also it can pass along cost increases. Buy 8, Hold 2 ,Sell 0 (Analysts’ price target is $140.90)

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company saw a good amount of revenue growth from selling price inflation. They also have demonstrated being able to pass on inflation over the past year. Input costs may rise but they should be able to pass on higher costs to customers. There could be some pressure in the near term, but long term outlook is positive. Unlock Premium - Try 5i Free

PAST TOP PICK

(A Top Pick Jan 29/21, Up 20%) Inflation has eroded margins. Still grows by acquisitions. 18% growth rate, trades at 20x. Setting up nicely at this level. Balance sheet's a little levered. Still a good story.

PAST TOP PICK

(A Top Pick Nov 16/20, Up 39%) They have done well as a growth through acquisition company with organic growth of 7% as well. Food stocks are good in an inflationary environment.

TOP PICK

He is sticking with it. 7% organic growth plus acquisitions. In inflationary times, they are able to increase prices because people have to eat. As people start to travel more, they benefit. (Analysts’ price target is $147.09)

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Premium Brands Holdings Corp (PBH.TO)