THS Stock Overview
TreeHouse Foods, Inc. manufactures and distributes private label packaged foods and beverages in the United States and internationally.
TreeHouse Foods Competitors
Price History & Performance
|Historical stock prices|
|Current Share Price||US$41.90|
|52 Week High||US$55.50|
|52 Week Low||US$33.90|
|1 Month Change||4.07%|
|3 Month Change||8.27%|
|1 Year Change||6.02%|
|3 Year Change||-27.42%|
|5 Year Change||-42.85%|
|Change since IPO||54.90%|
Recent News & Updates
TreeHouse Foods (NYSE:THS) Takes On Some Risk With Its Use Of Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
TreeHouse Foods (NYSE:THS) Has Some Way To Go To Become A Multi-Bagger
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
TreeHouse Foods: Uncertainty Exists But Shares Are Cheap
TreeHouse Foods has a history of mixed financial results, including sales that have declined in recent years and significant net losses. Even so, the company generates attractive cash flow and it is showing some signs of improvement. Add on the fact that it is trading at a low multiple and it could be a good prospect for value-oriented investors.
|THS||US Food||US Market|
Return vs Industry: THS underperformed the US Food industry which returned 14.3% over the past year.
Return vs Market: THS underperformed the US Market which returned 10.2% over the past year.
|THS Average Weekly Movement||5.2%|
|Food Industry Average Movement||5.2%|
|Market Average Movement||6.6%|
|10% most volatile stocks in US Market||15.7%|
|10% least volatile stocks in US Market||2.4%|
Stable Share Price: THS is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 5% a week.
Volatility Over Time: THS's weekly volatility (5%) has been stable over the past year.
About the Company
TreeHouse Foods, Inc. manufactures and distributes private label packaged foods and beverages in the United States and internationally. It operates in two segments, Meal Preparation, and Snacking & Beverages. The Meal Preparation segment provides aseptic cheese and pudding products; baking and mix powders; hot cereals; jams, preserves, and jellies; liquid and powdered non-dairy creamers; macaroni and cheese; mayonnaise; Mexican, barbeque, and other sauces; pastas; pickles and related products; powdered soups and gravies; refrigerated and shelf stable dressings and sauces; refrigerated dough; single serve hot beverages; skillet dinners; and table and flavored syrups.
TreeHouse Foods Fundamentals Summary
|THS fundamental statistics|
Is THS overvalued?See Fair Value and valuation analysis
Earnings & Revenue
|THS income statement (TTM)|
|Cost of Revenue||US$3.55b|
Last Reported Earnings
Sep 30, 2021
Next Earnings Date
|Earnings per share (EPS)||1.35|
|Net Profit Margin||1.73%|
How did THS perform over the long term?See historical performance and comparison
Is TreeHouse Foods undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: THS ($41.9) is trading below our estimate of fair value ($118.93)
Significantly Below Fair Value: THS is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: THS is poor value based on its PE Ratio (31.1x) compared to the US Food industry average (21.4x).
PE vs Market: THS is poor value based on its PE Ratio (31.1x) compared to the US market (17x).
Price to Earnings Growth Ratio
PEG Ratio: THS is poor value based on its PEG Ratio (1.2x)
Price to Book Ratio
PB vs Industry: THS is good value based on its PB Ratio (1.3x) compared to the US Food industry average (2.4x).
How is TreeHouse Foods forecast to perform in the next 1 to 3 years based on estimates from 6 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: THS's forecast earnings growth (26.2% per year) is above the savings rate (2%).
Earnings vs Market: THS's earnings (26.2% per year) are forecast to grow faster than the US market (13% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: THS's revenue (1.8% per year) is forecast to grow slower than the US market (9.2% per year).
High Growth Revenue: THS's revenue (1.8% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: THS's Return on Equity is forecast to be low in 3 years time (7%).
How has TreeHouse Foods performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: THS has a large one-off loss of $150.3M impacting its September 30 2021 financial results.
Growing Profit Margin: THS became profitable in the past.
Past Earnings Growth Analysis
Earnings Trend: THS has become profitable over the past 5 years, growing earnings by 34% per year.
Accelerating Growth: THS has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.
Earnings vs Industry: THS has become profitable in the last year, making it difficult to compare its past year earnings growth to the Food industry (18.7%).
Return on Equity
High ROE: THS's Return on Equity (4%) is considered low.
How is TreeHouse Foods's financial position?
Financial Position Analysis
Short Term Liabilities: THS's short term assets ($1.1B) exceed its short term liabilities ($933.6M).
Long Term Liabilities: THS's short term assets ($1.1B) do not cover its long term liabilities ($2.3B).
Debt to Equity History and Analysis
Debt Level: THS's net debt to equity ratio (102.6%) is considered high.
Reducing Debt: THS's debt to equity ratio has increased from 104.4% to 106.2% over the past 5 years.
Debt Coverage: THS's debt is not well covered by operating cash flow (17.6%).
Interest Coverage: THS's interest payments on its debt are well covered by EBIT (4.6x coverage).
What is TreeHouse Foods's current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate THS's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate THS's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if THS's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if THS's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of THS's dividend in 3 years as they are not forecast to pay a notable one for the US market.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Steve Oakland (60 yo)
Mr. Steven T. Oakland, also known as Steve, has been the President and Chief Executive Officer of TreeHouse Foods, Inc. since March 26, 2018 and has been its Director since March 02, 2018. Mr. Oakland serv...
CEO Compensation Analysis
Compensation vs Market: Steve's total compensation ($USD6.25M) is above average for companies of similar size in the US market ($USD3.70M).
Compensation vs Earnings: Steve's compensation has been consistent with company performance over the past year.
Experienced Management: THS's management team is not considered experienced ( 1.9 years average tenure), which suggests a new team.
Experienced Board: THS's board of directors are not considered experienced ( 2.3 years average tenure), which suggests a new board.
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: THS insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
TreeHouse Foods, Inc.'s employee growth, exchange listings and data sources
- Name: TreeHouse Foods, Inc.
- Ticker: THS
- Exchange: NYSE
- Founded: 1862
- Industry: Packaged Foods and Meats
- Sector: Food, Beverage & Tobacco
- Implied Market Cap: US$2.337b
- Shares outstanding: 55.78m
- Website: https://www.treehousefoods.com
Number of Employees
- TreeHouse Foods, Inc.
- 2021 Spring Road
- Suite 600
- Oak Brook
- United States
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2022/01/19 23:43|
|End of Day Share Price||2022/01/19 00:00|
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.