FDP Fresh Del Monte Produce Inc.
$29.22
Stable Earnings Power 80%
P/Adj-EPS × Normalized Multiple
Strong · Conviction

Overvalued

Trading 55.4% above fair value

You pay $29.22
Bear $15.04
Fair $18.80
Bull $22.56
Bear $15.04 -48.5% $1.88 × 8x P/E
Fair $18.80 -35.7% $1.88 × 10x P/E
Bull $22.56 -22.8% $1.88 × 12x P/E

Adjust Assumptions

10.0x
1.88$

Key Value Driver

Normalized P/E multiple (10x base case)

Implied Market Multiple 15.5x

Summary

Applying a 10x P/E to adjusted EPS of $1.88, the base-case value is $18.80 per share.

Key Risks

  • Growth DCF inappropriate — terminal value assumptions dominate
  • EV/EBITDA misleading for regulated businesses where capex is mandated
  • Regulatory risk is a fat tail not visible in normal multiples