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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TOP PICK
Has broken out and is in a rising uptrend. Recently increased dividends by 10% to $0.64 per year. Current 30% payout is well below their 42% historical level. Good stable business.
TOP PICK
Huge Dairy company. Doesn’t get the recognition in Canada that they deserve. Raised its dividend and could have raised it more. Pristine balance sheet. Wonderful metrics. Lots of earnings from outside Canada can hurt them in currency conversions. Have lots of cash and could acquire. Could acquire diary companies around the world.
TOP PICK
Management is good at making acquisitions and then raising margins. Balance sheet is cleaned up again so they are ready to make more acquisitions. Looking at US and Argentina and with a higher Cdn$ should do well. Great track record of raising dividends. Buy for the long-term potential.
PAST TOP PICK
(A Top Pick Jan 5/09. Up 42.2%.) Still a buy.
HOLD
(Market Call Minute) Cheese prices are going up in the states but here they are so high, making demand so-so.
HOLD
(Market Call Minute.) Well run dairy processor. Growth mainly by acquisition. Good track record.
BUY
Raises dividends regularly and just had great earnings.
COMMENT
(Market Call Minute.) Defensive play and not overvalued. A place to hide if you're not positive on the market.
DON'T BUY
Cheese maker in Canada, US and Argentina. US operations profitability has been erratic. Continuing to make acquisitions. Feels the stock is fully valued.
BUY
Reasonably strong here because investors are looking for companies that make things that people need and use every day. Food is about as defensive as you are going to get. 2.6% dividend.
COMMENT
As a long-term investment, this probably does well. They have to integrate the purchases that they made over the last couple of years. A little bit of financing risk. The short run risk is the rotation into riskier assets. Food companies are lagging a little bit here.
BUY
One problem is that it is not an active stock showing a lot of trades. Found a bottom and has started to rally a bit. Probably belongs in the $25 range. 2.5% yield. Stable earnings. Likes consumer staples.
COMMENT
One in every two commercial pizzas has their cheese on top of it. Margins have been squeezed in the last quarter. Defensive stock.
DON'T BUY
Management has done an incredible job. Have consolidated the industry. Facing declining prices of their major product. On the other hand, declining cheese prices could give them opportunities to acquire weaker companies. Likes it for the long run but would wait until the price of cheese turns.
HOLD
(Market Call Minute.) Difficult one. Earnings are just coming out which may change the story. Longer-term it is a Buy but in the short term it is a Hold.
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