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Freshpet, Inc. (FRPT)

POSITIVE
Consumer DefensivePackaged FoodsUnited States

Fundamental

70

Precio

$75.20

Capitalización Bursátil

$3.64B

Parte 1 · Cuánto vale la empresa

Resumen

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.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

No editorial profile for this company yet

No competitor list for this company yet.

Balance y Liquidez

Ingresos

$1.18B

Últimos 12 meses (hasta 30/6/2026)

Beneficio Neto

$203M

Últimos 12 meses (hasta 30/6/2026)

Flujo de Caja Libre

$12M

Patrimonio Neto Total

$1.21B

Pasivo Total

$569M

Ratio de Liquidez

6.05

Cobertura de Intereses

6.82

Deuda/EBITDA

3.05

Beneficio Por Acción

Ingresos y Beneficio Neto

Flujo de Caja Libre

Desglose de Ingresos

Estado histórico

Márgenes en el tiempo

La deuda en el tiempo

Cuánto pesa la deuda

Cuadro de crecimiento

Crecimiento — Ingresos

Estimación de Valor Justo

Valoración Justa

Valor Justo

$64.35

Precio Actual

$75.20

Margen de Seguridad

-16.9%

Rango de Valor Justo

$41.83 - $86.88

Métodos de Estimación

Analyst Target:$84.25
DCF:$2.96
PE-based:$122.99
Graham Growth:$62.84
EPV:$9.47
Consenso de Analistas:Compra Fuerte (18B / 4H / 1S)
Última Sorpresa de Resultados:+28.12%

Métricas de Valoración

Ratio P/E

19.78

ROE

11.5%

Ratio P/B

2.97

P/FCF

60.26

Margen Bruto

41.4%

ROIC

4.4%

Radar de Rentabilidad

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.

Criterios de Análisis Fundamental

Superado (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

Fallido (6)

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

No disponible (2)

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

Piotroski F-Score

8/9

Solidez financiera fuerte

score
criteria

Calidad de los Beneficios

1.02

Alta calidad: beneficios respaldados por efectivo

Dilución de Acciones

4.5%

Emitiendo nuevas acciones, diluyendo la participación

Gobernanza

Equipo Directivo

NombreCargoEdad
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-

Riesgo de Auditoría

4

Riesgo del Consejo

2

Riesgo de Compensación

4

Riesgo de Derechos del Accionista

1

Parte 2 · El precio y el momento de entrar

Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.

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