TSE:SAP

Saputo Inc. (SAP.TO)

42.84
+0.14 (0.33%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
203 watching
0
Investor Insights
star iconJun 5, 2026, 12:00 am

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

Saputo Inc. has experienced a tumultuous period, particularly in its US operations, which have suffered due to a shift towards food services rather than retail. While there are signs of recovery, highlighted by improved margins and earnings, many experts express concerns about the stock's current valuation, suggesting it may be too expensive considering its performance metrics. The potential challenges from US dairy policy and competition further cloud the outlook, with some analysts advocating for a sell. Despite some improvements and a good recent quarter, there is a consensus that better investment opportunities exist elsewhere and that the company's future demand dynamics remain uncertain.

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Consensus
Sell
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Valuation
Overvalued
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DON'T BUY
It is a little bit expensive. Cheese is not going to grow 10 or 15 percent. Decent dividend.
COMMENT
A very steady-Eddie investment if you are a risk adverse investor. 1.69% yield. He would prefer Tim Horton (THI-T) for a stock like this.
BUY
Likes the company for its size, geographic diversification and that it is growing nicely. Good time to buy. Great company. Good prospects.
SELL
Has hit its max valuation. Stock has fallen and given a secondary sell signal. Nice balance sheet but it has been there and done that and it is a nice cheese sandwich and there is not point in warming it up.
TOP PICK
Delivered terrific earnings in 2011. Are now on their 2012-quarter. Great opportunity at 12X earnings versus previous 15X earnings. People will be eating cheese whether there is a recession or an expansion. Great balance sheet and have been buying back stock. Great track record of raising dividends, 11 years in a row.
BUY
Has been a reasonable dividend grower. Cyclical. Good management. Yield of under 2% which has grown 18% over 5 years..
PAST TOP PICK
(A Top Pick Sept 10/10. Up 14.87%.) Sold his holdings earlier in the year because he felt there were better opportunities at that time.
PAST TOP PICK
(Top Pick Aug 5/10, Up 20.70%) Thinks a lot of it. It is a screaming buy. In his top 5 still. Attractive entry point.
BUY
Solid and the earnings look pretty good. Well managed. Doesn't own it because his looking for something with a little more upside.
COMMENT
Great operators. Able to make acquisitions from the tremendous free cash flow they generate and cleanup the companies and get the margins up. Balance sheet is improving dramatically that they are probably ready to make another acquisition soon. Currently trading at the top of its PE range at 17-18 times earnings. He has trimmed some of his holdings.
HOLD
Has started to think of trimming it at these levels. A smart company, raise dividend each year and lots of free cash flow. Would replace with another consumer staples company that is a Top Pick tonight.
HOLD
This is in a defensive sector. You can hide here and you won’t suffer the big down turns. Chart shows it has been having a fantastic run with great momentum.
BUY
Consumers staples company so more predictable. Great looking chart. The current dip may be a Buying opportunity. 100 day moving average is at $40.45, which is your exit price. Looks like $45 in the next couple of months.
BUY
Very strong Canadian franchise. Reasonable price relative to the earnings growth. There is a bit of food inflation, which is not that positive.
BUY
Cheese operations in Canada, US, Argentina and Europe with products of cheese, milk and whey. Does a good job of acquiring by using debt and once the acquisition is stabilized, they pay down debt.
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