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Most Anticipated Earnings: IAG-T, BDT-T and more Canadian Companies Reporting Earnings this Week (Nov 04-08)Most Anticipated Earnings: MRE-T, PSI-T and more Canadian Companies Reporting Earnings this Week (Aug 05-09).This summary was created by AI, based on 6 opinions in the last 12 months.
Saputo Inc. (SAP-T) has experienced mixed results in its recent performance, with a FY 2024 EPS of €2.68, showing a decline from €3.24 in the previous year, despite a revenue increase of 9.5% to €34.2 billion. The company's cloud segment appears to be thriving, with a significant 43% year-over-year jump in cloud backlog and a 25% increase in cloud revenues, driven largely by their ERP suite offerings. However, there are concerns around the dairy sector in Canada, particularly regarding potential trade deal impacts and commodity pressures that could influence profitability and operations. Overall, while the stock may be undervalued according to some analysts, others express caution, signaling that there are other opportunities in the market that may be more compelling. This dichotomy in outlook creates uncertainty about Saputo's growth trajectory, especially as the food services sector struggles to recover post-pandemic, leading to a consensus that the stock is under pressure but may have potential upside.
Has major operations in Europe, yet it's a Canadian company trading on the TSX. There are issues dealing with dairy and the commodity side of the business.
Lots of pressure within Canada on protected costs around dairy products. Might be an easier place for our government to give in on something, so wouldn't surprise him if our dairy protection weakens or softens a bit.
Completely unloved today. #1 in Canada, #2 in UK and Australia, #3 in USA. Pre-pandemic, very stable. Food services division hasn't really recovered, especially in the US. Exposed to commodity prices, industry capacity needs to be taken out, cost-cutting needs to continue.
Not as high quality a business as he first thought, but excessive negativity baked into the share price. Yield is 3.2%.
At 13X forward earnings and having a steady growth and margin profile over the years, we think it is getting interesting. It still has some issues to work through related to their Argentina business but this is likely getting priced in at these levels.
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Found support at 2022 levels, which is good, bouncing off. A sign that it's OK, a 5/10 chart, proven it doesn't want to break down any more. Is it going to start going up? Best way to tell is that the last high must be taken out. If yes, it's bullish. If not, it's consolidating. Don't want last lows to be broken. In no man's land, one to watch.
Saputo Inc. is a Canadian stock, trading under the symbol SAP-T on the Toronto Stock Exchange (SAP-CT). It is usually referred to as TSX:SAP or SAP-T
In the last year, 4 stock analysts published opinions about SAP-T. 1 analyst recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Saputo Inc..
Saputo Inc. was recommended as a Top Pick by on . Read the latest stock experts ratings for Saputo Inc..
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
4 stock analysts on Stockchase covered Saputo Inc. In the last year. It is a trending stock that is worth watching.
On 2025-04-10, Saputo Inc. (SAP-T) stock closed at a price of $24.34.
A month ago, SAP reported its full-year earnings, and EPS of €2.68 beat expectations, but was down from €3.24 in FY 2023. Revenues of €34.2b were 9.5% higher from FY 2023. The main driver was the cloud. In 2024, its cloud backlog leapt 43% year-over-year to €63.3 billion while cloud revenues jumped 25% to €17.1 billion. This included a 33% increase in cloud ERP suite revenues. In terms of AI, SAP has incorporated over 1,300 skills into AI co-pilot which automates 80% of the most-used user activities.