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Freshpet, Inc. (FRPT)

POSITIVE
Consumer DefensivePackaged FoodsUnited States

Fundamental

70

Preço

$75.20

Capitalização de Mercado

$3.64B

Parte 1 · Quanto vale a empresa

Visão Geral

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.

Balanço & Liquidez

Receita

$1.18B

Últimos 12 meses (até 30/06/2026)

Resultado Líquido

$203M

Últimos 12 meses (até 30/06/2026)

Fluxo de Caixa Livre

$12M

Capital Próprio Total

$1.21B

Passivo Total

$569M

Rácio de Liquidez

6.05

Cobertura de Juros

6.82

Dívida/EBITDA

3.05

Resultados Por Ação

Receita & Resultado Líquido

Fluxo de Caixa Livre

Decomposição dos Resultados

Demonstração histórica

Margens ao longo do tempo

A dívida ao longo do tempo

Quanto pesa a dívida

Grelha do crescimento

Crescimento — Receitas

Estimativa de Valor Justo

Justamente Valorizada

Valor Justo

$64.35

Preço Atual

$75.20

Margem de Segurança

-16.9%

Intervalo de Valor Justo

$41.83 - $86.88

Métodos de Estimativa

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

Métricas de Avaliação

Rácio P/E

19.78

ROE

11.5%

Rácio P/B

2.97

P/FCF

60.26

Margem Bruta

41.4%

ROIC

4.4%

Radar de Rentabilidade

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.

Critérios de Análise Fundamental

Aprovado (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

Reprovado (6)

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

Indisponível (2)

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

Piotroski F-Score

8/9

Saúde financeira sólida

score
criteria

Qualidade dos Resultados

1.02

Alta qualidade: resultados respaldados por caixa

Diluição de Ações

4.5%

A emitir novas ações, diluindo a participação

Governação

Equipa Executiva

NomeCargoIdade
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-

Risco de Auditoria

4

Risco do Conselho

2

Risco de Remuneração

4

Risco dos Direitos dos Acionistas

1

Parte 2 · O preço e o momento de entrar

Esta parte não serve para saber se a empresa vale: serve para escolher quando comprá-la, depois que os fundamentos te convenceram. Dentro: análise técnica, potencial, quedas históricas, exposição gama.

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