Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
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Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Our Business We are the largest producer and distributor of shell eggs in the United States. Our mission is to be the most sustainable producer and reliable supplier of consistent, high quality fresh shell eggs, egg products and prepared foods in the United States.
$77.61
+$0.73 (+0.95%)
Price from 16 days ago
Margins and capital returns are both well above average: 36.05% operating margin, ROIC at 52.82%. Consistent with durable pricing power, though that alone doesn't make it a buy.
Revenue up 83.2% YoY with margins expanding 22.6pp.
Even for strong businesses, today's 5x P/E means the stock needs to keep delivering. There's no margin of safety if growth disappoints.
5.4x earnings, 5.1x FCF. The multiple is below average. Either the market is pricing in deterioration you should investigate, or there's genuine value here.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$3.46B
▲ +83.2% YoY
Net Income (TTM)
$695M
▲ +339.0% YoY
Op. Margin
24.40%
▲ +22.6pp YoY
ROIC
23.64%
▲ +39.4pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$720M
▲ +249.5% YoY
Op. Cash Flow (TTM)
$890M
▲ +171.3% YoY
Net Debt
-$1.15B
Net Cash Position
Cash & Equiv.
$1.15B
5Y CAGR: +25.8%
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