TSE:SAP

Saputo Inc. (SAP.TO)

40.30
-0.46 (1.13%)
as of Sep 3, 2026, 8:00:00 pm Market Open.
203 watching
0
Investor Insights
star iconSep 3, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

Saputo Inc. has displayed a mixed outlook among analysts recently. Some experts remain hopeful, citing a partial recovery in fundamentals and recent improvements in earnings and margins, while others express caution due to a strong valuation of the stock, trading at 27x PE, which is considered expensive for a food company. There are broader concerns about the dairy industry, including potential government challenges, trade difficulties, and the implications of recent policy changes affecting the sector. Despite these concerns, some believe that demand for dairy products, particularly in emerging markets, provides a level of optimism. Overall, the sentiment fluctuates between holding and selling, but there is a consensus that it may not be the top investment choice at this time, urging potential investors to consider reallocating funds.

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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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