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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HOLD
(Market Call Minute.) Has fallen considerably in the last few months. Would be buyers a little bit lower.
DON'T BUY
Likes agriculture as a group because it is a necessity. Thinks there are better buys available. Yield of around 3%.
BUY
Dairy products. Very well run.
BUY
(Market Call Minute.) Really good value.
TOP PICK
Major dairy producer and supplier in Canada. Also have a significant weight in the US and other global markets. Recession resistant. Great balance sheet. Have been growing by acquisition.
TOP PICK
Huge company in cheese making. Revenues of $6 billion and a market cap about the same. Modest PE of around 12. 2.5% dividend.
TOP PICK
Stable product that people are going to keep buying. Relatively inexpensive. Pretty good growth. Has the potential to pay a lot more in dividends. Looks on it as an undiscovered future Canadian blue chip.
BUY
Would recommend holding this is a core position in your portfolio. This is one that he would not trade. Very impressed with the performance of this company.
BUY
He has a model price of $29.85 a 10%-11% upside to the model price.
HOLD
Has hung in very, very well. Largely North American dairy-based company, with huge exposure in the cheese market. They have been making a lot of acquisitions, building their market in the US, which in the long run is a great thing.
DON'T BUY
A lot of investors have been chasing consumer staples, which have made them overvalued. Had a good run. Would prefer companies that are a little bit washed out but can come back.
BUY
If you are a cheese maker, your problem is that you have to buy milk and the spread between milk and cheese has been very low. Recently this spreads have improved. This company was making money even with bad spreads.
BUY
Shows quite a nice chart. Unlike many stocks, it is making new highs and has a nice upward trend. Tested in November and then made a rally. Probably some good fundamental news coming out of this. Some volatility so you might want to consider it as a trade. You have to be careful of the $27 mark.
WEAK BUY
Volatility in the market makes a lot of money gravitates to this kind of company for the sustainable cash flow, strong franchise and good operations. Have been making very good strategic acquisitions. Steady earnings. Nice yield. Could get too expensive, so watch for the valuation points.
PAST TOP PICK
(A Top Pick Oct 12/06. Up 33.4%.) Made astute acquisitions. The cheese to milk spread is improving in the US meaning further earnings growth.
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