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Freshpet, Inc. (FRPT)

POSITIVE
Consumer DefensivePackaged FoodsUnited States

Fundamental

70

Kurs

$75.20

Marktkapitalisierung

$3.64B

Teil 1 · Was das Unternehmen wert ist

Übersicht

Freshpet, Inc., together with its subsidiaries, manufactures, distributes, and markets natural fresh meals and treats for dogs and cats in the United States, Canada, and Europe. It offers dog food, cat food, and dog treats under the Freshpet brand name; and fresh treats under the Dognation and Dog Joy brand names. The company sells its products through a network of company-owned branded refrigerators, the Freshpet Fridges, as well as through various classes of retail, including grocery, mass, club, pet specialty, and international, as well as digital. The company was incorporated in 2004 and is headquartered in Bedminster, New Jersey.

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Direct competitors

Who this company fights with for the same customers

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Bilanz & Liquidität

Umsatz

$1.18B

Letzte 12 Monate (bis 30.6.2026)

Nettogewinn

$203M

Letzte 12 Monate (bis 30.6.2026)

Freier Cashflow

$12M

Gesamtes Eigenkapital

$1.21B

Gesamtverbindlichkeiten

$569M

Current Ratio

6.05

Zinsdeckungsgrad

6.82

Schulden/EBITDA

3.05

Gewinn je Aktie

Umsatz & Nettogewinn

Freier Cashflow

Ertragsaufschlüsselung

Historische Aufstellung

Margen im Zeitverlauf

Verschuldung im Zeitverlauf

Wie schwer die Schulden wiegen

Wachstumsraster

Wachstum — Umsatz

Innerer-Wert-Schätzung

Fair bewertet

Innerer Wert

$64.35

Aktueller Kurs

$75.20

Sicherheitsmarge

-16.9%

Innerer-Wert-Spanne

$41.83 - $86.88

Bewertungsmethoden

Analyst Target:$84.25
DCF:$2.96
PE-based:$122.99
Graham Growth:$62.84
EPV:$9.47
Analystenkonsens:Starker Kauf (18B / 4H / 1S)
Letzte Gewinnüberraschung:+28.12%

Bewertungskennzahlen

P/E-Verhältnis

19.78

ROE

11.5%

P/B-Verhältnis

2.97

P/FCF

60.26

Bruttomarge

41.4%

ROIC

4.4%

Rentabilitäts-Radar

Value Creation (Economic Moat)

ROIC

4.4%

WACC

12.8%

ROIC − WACC

-8.4 pp

ROIC is below the cost of capital — the company is destroying value for every dollar invested.

Fundamentalanalyse-Kriterien

Bestanden (19)

  • EPS shows upward trend
  • Price CAGR 21.97%
  • Gross Margin 41.4%
  • P/B Ratio 2.97
  • Debt/Equity ratio
  • Operating Margin 8.1%
  • Positive Free Cash Flow
  • Current Ratio
  • Interest Coverage
  • Debt/EBITDA
  • Return on Tangible Assets
  • Low reliance on intangibles
  • ROE 16.7%
  • Revenue Growth 5Y 28.1%
  • Analyst Consensus 78% Buy
  • Earnings Surprise avg 20.4%
  • Earnings Quality (OCF/NI) 1.02
  • Net Margin Trend 17.3% vs 3.2%
  • Piotroski F-Score 8/9

Nicht bestanden (6)

  • ROIC 4.4%
  • P/FCF 60.26
  • CapEx intensity
  • Price below Graham Number
  • DCF valuation (Overvalued)
  • Share Dilution 4.5%

Nicht verfügbar (2)

  • Dividend Payout NaN%
  • PEG Ratio (need PE > 0 and growth > 0)

Piotroski F-Score

8/9

Starke finanzielle Gesundheit

score
criteria

Gewinnqualität

1.02

Hohe Qualität: Gewinne durch Cashflow gedeckt

Aktienverwässerung

4.5%

Neue Aktien werden ausgegeben, Eigentum wird verwässert

Unternehmensführung

Führungsteam

NamePositionAlter
Mr. William B. CyrCEO & Executive Director62
Mr. Scott James MorrisCo-Founder & President56
Ms. Nicola J BatyChief Operating Officer45
Ms. Thembeka MachabaChief Administrative Officer & Chief Human Resources Officer47
Mr. Ivan GarciaSenior Vice President of Finance39
Mr. Cathal WalshCo-Founder, Senior VP & MD of Europe53
Mr. John O'ConnorChief Financial Officer44
Ms. Nishu PatelChief Accounting Officer39
Mr. Christopher KrausChief Information Officer-
Ms. Rachel Perkins-UlshVice President of Investor Relations & Corporate Communications-

Prüfungsrisiko

4

Vorstandsrisiko

2

Vergütungsrisiko

4

Aktionärsrechterisiko

1

Teil 2 · Der Preis und der Einstiegszeitpunkt

Dieser Teil sagt nicht, ob das Unternehmen etwas taugt: Er hilft bei der Wahl des Kaufzeitpunkts, nachdem die Fundamentaldaten überzeugt haben. Enthalten: technische Analyse, Potenzial, historische Drawdowns, Gamma-Exposure.

Latest News

Recent headlines for FRPT, sourced from Markets Gazette.

  • 2/23/2026NEUTRAL
    Freshpet (FRPT) Q4 2025 Earnings Call Transcript

    The transcript for Freshpet, Inc.'s fourth-quarter 2025 earnings conference call has been released. This document is a crucial event for investors, who can now analyze management's detailed commentary on the company's financial performance, operational strategies, and future outlook. Although the article's title does not disclose the results, the transcript's publication is a significant market event. Analysts and shareholders will be scrutinizing the data on revenue, profit margins, and the guidance for the 2026 fiscal year to assess the company's health and determine the stock's future direction. The market's reaction will depend entirely on the contents of this discussion, which will shed light on the pet food manufacturer's recent successes or challenges.

via Markets Gazette