Saputo Trading Even Lower On Tariff Fears, But Is Actually A Large U.S. Manufacturer
Portfolio Pulse from
Saputo's stock has declined by 30% from its mid-summer 2024 highs due to concerns over low growth, deteriorating margins, and potential U.S. trade tariffs. Despite these fears, Saputo's significant U.S. manufacturing presence reduces tariff risks. Recent losses in Argentina have added to the uncertainty, but the company trades at an estimated P/FCF of 15x.
January 28, 2025 | 2:15 pm
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Saputo's stock has dropped 30% due to low growth, margin issues, and tariff fears. However, its substantial U.S. manufacturing presence reduces tariff risks. Losses in Argentina add to the uncertainty, but it trades at a P/FCF of 15x.
The 30% stock decline is driven by low growth, deteriorating margins, and tariff fears. However, the company's U.S. manufacturing presence reduces tariff risks, which could stabilize the stock. Losses in Argentina add to the negative sentiment.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100