THS - TreeHouse Foods, Inc.
Price:
--
--
|
CONSENSUS:
Hold
DETAILS
|
PRICE TARGET:
$30.80
DETAILS
HIGH:
$50.00
LOW:
$19.00
MEDIAN:
$23.00
CONSENSUS:
$30.80
UPSIDE:
26.07%
AlphaVal
Deterministic, archetype-aware fair value
Stable Earnings Power
80% confidence
Primary model: P/Adj-EPS × Normalized Multiple
Adjust Assumptions
17.0x
1.23$
Key Value Driver
Normalized P/E multiple (17x base case)
Implied Market Multiple
19.9x
Plain-Language Summary
Our base-case estimate uses a valuation based on adjusted earnings per share and a normalized price-to-earnings multiple. We then blend that result with the average analyst price target of $30.80 from 26 analysts, using a 25% weight on analyst consensus. That produces an estimated intrinsic value of $23.34 per share.
Warnings
The company's reported profits differ from official accounting profits by 141%. Check what costs are being left out of the adjusted number.
Wall Street's average price target is $30.80 (from 26 analysts). Our estimate is 32% below the consensus -- consider that gap carefully.
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