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
The company is doing all the right things. Making the right acquisitions, growing the company properly and not over promising.
HOLD
Reported some phenomenal numbers. Beat expectations by $.10. Even though it's got fantastic management, fundamentals of cheese just don't have the spreads between milk and cheese lining up. Clean balance sheet and lots of cash. Wouldn't chase it.
PAST TOP PICK
(A top Pick Oct 12/06. Up 1.5%.) Reasonable valuation. Good balance sheet. 2% dividend. Still likes.
TOP PICK
A Canadian based company with a lot of operations in the US. Earnings have been a little weaker of late due to margin compression. California Department of Agriculture re-set the price of milk versus cheese and that will add $5 million to earnings. The US government is looking at a similar proposal. 2.5% yield.
HOLD
Just made 2 acquisitions. A well-run company. Focused a lot on the cheese business but is expanding into other sectors.
BUY
Good company and will grow if they make acquisitions. Management is slow in making acquisitions as they do not like to overpay.
HOLD
The problem has been the spread between cheese prices and rock milk prices, which has been narrowing. Regulated markets. There are signs the spread is starting to improve in the US. A good defensive stock.
TOP PICK
Expects 2005 will be a low growth year, so not a bad idea to have some stocks that are in industries that are staples, such as food. Have a dominant position in Canada. Good price. Not a huge growth story, but nice and steady.
TOP PICK
A stable company. May not have fabulous growth, but has reliable earnings and not trading at huge multiples. Very reliable management.
BUY
A potential buyer of the Parmalat assets. Their move into the US cheese market has been very successful.
BUY
Long term I like it. Well run in Canada. Good potential. Buy on 5% pull back.
DON'T BUY
Have a lot of cash and pays a dividend. Fully valued at this time.
TOP PICK
Has been in decline. In consolidation price. Should have significant upside.
WEAK BUY
Safe investment, but may not have big growth.
WEAK BUY
Dominant player in their sector. A good long term hold.
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