Latest news with #PremiumBrands
Business Insider
19-07-2025
- Business
- Business Insider
TD Securities Remains a Buy on Premium Brands (PBH)
TD Securities analyst Derek Lessard maintained a Buy rating on Premium Brands today and set a price target of C$140.00. The company's shares opened today at C$89.00. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. According to TipRanks, Lessard is ranked #6181 out of 9841 analysts. Currently, the analyst consensus on Premium Brands is a Strong Buy with an average price target of C$99.83. PBH market cap is currently C$3.76B and has a P/E ratio of 33.31. Based on the recent corporate insider activity of 14 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of PBH in relation to earlier this year.
Yahoo
22-06-2025
- Business
- Yahoo
Premium Brands Holdings (TSE:PBH) investors are sitting on a loss of 5.6% if they invested three years ago
As an investor its worth striving to ensure your overall portfolio beats the market average. But in any portfolio, there are likely to be some stocks that fall short of that benchmark. We regret to report that long term Premium Brands Holdings Corporation (TSE:PBH) shareholders have had that experience, with the share price dropping 15% in three years, versus a market return of about 46%. Since shareholders are down over the longer term, lets look at the underlying fundamentals over the that time and see if they've been consistent with returns. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. While the efficient markets hypothesis continues to be taught by some, it has been proven that markets are over-reactive dynamic systems, and investors are not always rational. One flawed but reasonable way to assess how sentiment around a company has changed is to compare the earnings per share (EPS) with the share price. During the three years that the share price fell, Premium Brands Holdings' earnings per share (EPS) dropped by 5.2% each year. The 5% average annual share price decline is remarkably close to the EPS decline. So it seems like sentiment towards the stock hasn't changed all that much over time. In this case, it seems that the EPS is guiding the share price. You can see below how EPS has changed over time (discover the exact values by clicking on the image). We consider it positive that insiders have made significant purchases in the last year. Even so, future earnings will be far more important to whether current shareholders make money. It might be well worthwhile taking a look at our free report on Premium Brands Holdings' earnings, revenue and cash flow. As well as measuring the share price return, investors should also consider the total shareholder return (TSR). The TSR incorporates the value of any spin-offs or discounted capital raisings, along with any dividends, based on the assumption that the dividends are reinvested. Arguably, the TSR gives a more comprehensive picture of the return generated by a stock. As it happens, Premium Brands Holdings' TSR for the last 3 years was -5.6%, which exceeds the share price return mentioned earlier. This is largely a result of its dividend payments! Premium Brands Holdings shareholders are down 7.6% for the year (even including dividends), but the market itself is up 22%. However, keep in mind that even the best stocks will sometimes underperform the market over a twelve month period. Longer term investors wouldn't be so upset, since they would have made 1.1%, each year, over five years. It could be that the recent sell-off is an opportunity, so it may be worth checking the fundamental data for signs of a long term growth trend. It's always interesting to track share price performance over the longer term. But to understand Premium Brands Holdings better, we need to consider many other factors. For instance, we've identified 3 warning signs for Premium Brands Holdings (2 are significant) that you should be aware of. Premium Brands Holdings is not the only stock that insiders are buying. For those who like to find lesser know companies this free list of growing companies with recent insider purchasing, could be just the ticket. Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on Canadian exchanges. — Investing narratives with Fair Values Vita Life Sciences Set for a 12.72% Revenue Growth While Tackling Operational Challenges By Robbo – Community Contributor Fair Value Estimated: A$2.42 · 0.1% Overvalued Vossloh rides a €500 billion wave to boost growth and earnings in the next decade By Chris1 – Community Contributor Fair Value Estimated: €78.41 · 0.1% Overvalued Intuitive Surgical Will Transform Healthcare with 12% Revenue Growth By Unike – Community Contributor Fair Value Estimated: $325.55 · 0.6% Undervalued View more featured narratives — Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Yahoo
13-06-2025
- Business
- Yahoo
How I'd Invest $32,000 in Canadian Value Stocks to Maximize My Investment Potential
Written by Kay Ng at The Motley Fool Canada Here are a bunch of Canadian value stocks that trade at attractive valuations and provide a good mix of income and growth potential. With $32,000 to invest, I'm not looking to chase high-flying tech names or gamble on speculative plays. Instead, I'm focused on quality businesses that pay reliable income, have solid fundamentals, and offer long-term upside potential. Here's how I'd allocate my capital across six carefully chosen TSX stocks. Bank of Nova Scotia offers a nice blend of value and yield. Its international exposure — especially in Latin America — has weighed on the stock at times, but that also creates upside potential as those economies stabilize or grow. Trading at a relatively low price-to-earnings (P/E) ratio and offering a dividend yield of about 6%, BNS can be a cornerstone of any Canadian value portfolio. It's not flashy, but it's reliable — and in the long term, that's exactly what you want from a bank. Premium Brands Holdings (TSX:PBH) isn't a household name, but its products likely are. This diversified food company owns a portfolio of specialty food brands and has a track record of acquisitions. The stock has been down by about a third since peaking north of $120 per share in 2021. It has been punished by market concerns over margins and input costs. For example, its cost of revenue has risen about 33% since 2021, closely trailing its revenue growth of about 36%. Although its trailing-12-month (TTM) operating margin rose to 5.9% versus 4.8% in 2021, its TTM net margin is 1.8% versus 2.7% in 2021. Management believes there are plenty of organic and acquisition opportunities, which could drive long-term growth. A nice dividend yield of 4.2% sweetens the deal, and if the company executes well, margins and earnings will head higher over the next three to five years. Currently at $80 and change per share, analysts believe shares trade at a good discount of 20%. Exchange Income is one of the most underrated income plays on the TSX. It operates in niche aviation and manufacturing businesses and has been growing both organically and through acquisitions. With a dividend yield of around 4.6% and a solid dividend-paying history, EIF offers both steady income and decent upside potential. It's also shareholder-friendly, with a disciplined management team that focuses on returns. At under $58 per share, shares could appreciate 22% over the near term, according to the analyst consensus price target. Granite REIT gives you exposure to industrial real estate — think logistics facilities and distribution centres that power e-commerce. While industrial real estate faces potential headwinds, directly or indirectly, from tariff changes, Granite's rental income is protected by a 5.6-year weighted average lease term with 94.8% committed occupancy and credit-worthy tenants. At $70.70 per unit, it trades at a 14% discount and offers a 4.8% yield. Brookfield Infrastructure Partners L.P. offers exposure to global infrastructure assets — utilities, pipelines, and data centres — that generate stable cash flows. It's a great hedge against inflation and economic uncertainty. With a yield of 5.1% and a long runway for growth through global expansion and acquisitions, BIP combines safety with opportunity. It's also backed by the Brookfield name, known for operational excellence and savvy capital deployment. goeasy is a non-prime Canadian lender with a surprisingly strong track record. It has grown earnings-per-share (EPS) by 27.6% over the past decade and built a defensible niche in consumer finance. While it's more volatile than a utility or bank, its fundamentals are robust, and the valuation is attractive. The company also pays a 3.8% dividend yield, making it a great blend of growth and income. By diversifying across financials, consumer products, industrials, real estate, infrastructure, and specialty finance, this $32,000 portfolio balances risk and reward. Each of these companies has a clear value proposition, a reasonable valuation, and either dependable dividends or long-term growth catalysts. This isn't about timing the market — it's about owning a diversified portfolio and letting time do the heavy lifting. The post How I'd Invest $32,000 in Canadian Value Stocks to Maximize My Investment Potential appeared first on The Motley Fool Canada. More reading Made in Canada: 5 Homegrown Stocks Ready for the 'Buy Local' Revolution [PREMIUM PICKS] Market Volatility Toolkit Best Canadian Stocks to Buy in 2025 Beginner Investors: 4 Top Canadian Stocks to Buy for 2025 5 Years From Now, You'll Probably Wish You Grabbed These Stocks Subscribe to Motley Fool Canada on YouTube Fool contributor Kay Ng has positions in Bank of Nova Scotia, Brookfield Infrastructure Partners, Exchange Income, Goeasy, Granite Real Estate Investment Trust, and Premium Brands. The Motley Fool has positions in and recommends Brookfield. The Motley Fool recommends Bank of Nova Scotia, Brookfield Corporation, Brookfield Infrastructure Partners, and Granite Real Estate Investment Trust. The Motley Fool has a disclosure policy. 2025
Yahoo
01-06-2025
- Business
- Yahoo
Is Premium Brands Holdings Corporation's (TSE:PBH) 6.7% ROE Worse Than Average?
While some investors are already well versed in financial metrics (hat tip), this article is for those who would like to learn about Return On Equity (ROE) and why it is important. We'll use ROE to examine Premium Brands Holdings Corporation (TSE:PBH), by way of a worked example. Return on equity or ROE is a key measure used to assess how efficiently a company's management is utilizing the company's capital. In short, ROE shows the profit each dollar generates with respect to its shareholder investments. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. The formula for return on equity is: Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity So, based on the above formula, the ROE for Premium Brands Holdings is: 6.7% = CA$118m ÷ CA$1.7b (Based on the trailing twelve months to March 2025). The 'return' is the yearly profit. That means that for every CA$1 worth of shareholders' equity, the company generated CA$0.07 in profit. Check out our latest analysis for Premium Brands Holdings One simple way to determine if a company has a good return on equity is to compare it to the average for its industry. However, this method is only useful as a rough check, because companies do differ quite a bit within the same industry classification. As is clear from the image below, Premium Brands Holdings has a lower ROE than the average (11%) in the Food industry. That's not what we like to see. That being said, a low ROE is not always a bad thing, especially if the company has low leverage as this still leaves room for improvement if the company were to take on more debt. When a company has low ROE but high debt levels, we would be cautious as the risk involved is too high. Our risks dashboard should have the 3 risks we have identified for Premium Brands Holdings. Companies usually need to invest money to grow their profits. That cash can come from issuing shares, retained earnings, or debt. In the case of the first and second options, the ROE will reflect this use of cash, for growth. In the latter case, the debt required for growth will boost returns, but will not impact the shareholders' equity. Thus the use of debt can improve ROE, albeit along with extra risk in the case of stormy weather, metaphorically speaking. It's worth noting the high use of debt by Premium Brands Holdings, leading to its debt to equity ratio of 1.43. The combination of a rather low ROE and significant use of debt is not particularly appealing. Debt does bring extra risk, so it's only really worthwhile when a company generates some decent returns from it. Return on equity is one way we can compare its business quality of different companies. In our books, the highest quality companies have high return on equity, despite low debt. All else being equal, a higher ROE is better. Having said that, while ROE is a useful indicator of business quality, you'll have to look at a whole range of factors to determine the right price to buy a stock. It is important to consider other factors, such as future profit growth -- and how much investment is required going forward. So you might want to check this FREE visualization of analyst forecasts for the company. But note: Premium Brands Holdings may not be the best stock to buy. So take a peek at this free list of interesting companies with high ROE and low debt. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
11-05-2025
- Business
- Yahoo
Premium Brands Holdings (TSE:PBH) Will Pay A Dividend Of CA$0.85
The board of Premium Brands Holdings Corporation (TSE:PBH) has announced that it will pay a dividend of CA$0.85 per share on the 15th of July. This means the annual payment is 4.1% of the current stock price, which is above the average for the industry. Our free stock report includes 2 warning signs investors should be aware of before investing in Premium Brands Holdings. Read for free now. We like to see robust dividend yields, but that doesn't matter if the payment isn't sustainable. Before this announcement, Premium Brands Holdings was paying out 128% of what it was earning, and not generating any free cash flows either. This high of a dividend payment could start to put pressure on the balance sheet in the future. According to analysts, EPS should be several times higher next year. If the dividend continues along recent trends, we estimate the payout ratio will be 46%, which would make us comfortable with the dividend's sustainability, despite the levels currently being elevated. View our latest analysis for Premium Brands Holdings The company has been paying a dividend for a long time, and it has been quite stable which gives us confidence in the future dividend potential. The annual payment during the last 10 years was CA$1.25 in 2015, and the most recent fiscal year payment was CA$3.40. This implies that the company grew its distributions at a yearly rate of about 11% over that duration. So, dividends have been growing pretty quickly, and even more impressively, they haven't experienced any notable falls during this period. Investors who have held shares in the company for the past few years will be happy with the dividend income they have received. Earnings have grown at around 2.3% a year for the past five years, which isn't massive but still better than seeing them shrink. The earnings growth is anaemic, and the company is paying out 128% of its profit. As they say in finance, 'past performance is not indicative of future performance', but we are not confident a company with limited earnings growth and a high payout ratio will be a star dividend-payer over the next decade. Overall, we don't think this company makes a great dividend stock, even though the dividend wasn't cut this year. We can't deny that the payments have been very stable, but we are a little bit worried about the very high payout ratio. We would be a touch cautious of relying on this stock primarily for the dividend income. Market movements attest to how highly valued a consistent dividend policy is compared to one which is more unpredictable. Meanwhile, despite the importance of dividend payments, they are not the only factors our readers should know when assessing a company. For instance, we've picked out 2 warning signs for Premium Brands Holdings that investors should take into consideration. Looking for more high-yielding dividend ideas? Try our collection of strong dividend payers. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
