TreeHouse Foods, Inc.

NYSE:THS Stock Report

Market Cap: US$1.7b

TreeHouse Foods Valuation

Is THS undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

5/6

Valuation Score 5/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of THS when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: THS ($32.41) is trading below our estimate of fair value ($89.02)

Significantly Below Fair Value: THS is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for THS?

Key metric: As THS is unprofitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for THS. This is calculated by dividing THS's market cap by their current revenue.
What is THS's PS Ratio?
PS Ratio0.5x
SalesUS$3.36b
Market CapUS$1.66b

Price to Sales Ratio vs Peers

How does THS's PS Ratio compare to its peers?

The above table shows the PS ratio for THS vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average1.2x
KLG WK Kellogg Co
0.5x-0.3%US$1.5b
DOLE Dole
0.2x0.7%US$1.4b
UTZ Utz Brands
0.9x3.0%US$2.3b
TR Tootsie Roll Industries
3.1xn/aUS$2.3b
THS TreeHouse Foods
0.5x5.1%US$1.7b

Price-To-Sales vs Peers: THS is good value based on its Price-To-Sales Ratio (0.5x) compared to the peer average (1.2x).

Price to Sales Ratio vs Industry

How does THS's PS Ratio compare vs other companies in the US Food Industry?

27 CompaniesPrice / SalesEstimated GrowthMarket Cap
BG Bunge Global
0.2x3.5%US$12.65b
DOLE Dole
0.2x0.7%US$1.40b
FARM Farmer Bros
0.1x4.6%US$42.96m
BHIL Benson Hill
0.06xn/aUS$29.80m
THS 0.5xIndustry Avg. 0.9xNo. of Companies27PS012345+
27 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: THS is good value based on its Price-To-Sales Ratio (0.5x) compared to the US Food industry average (0.9x).

Price to Sales Ratio vs Fair Ratio

What is THS's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

THS PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio0.5x
Fair PS Ratio0.7x

Price-To-Sales vs Fair Ratio: THS is good value based on its Price-To-Sales Ratio (0.5x) compared to the estimated Fair Price-To-Sales Ratio (0.7x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst THS forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$32.41
US$33.33
+2.8%
9.9%US$40.00US$30.00n/a9
Nov ’25US$36.82
US$39.89
+8.3%
7.4%US$44.00US$35.00n/a9
Oct ’25US$41.41
US$39.89
-3.7%
7.4%US$44.00US$35.00n/a9
Sep ’25US$41.09
US$39.89
-2.9%
7.4%US$44.00US$35.00n/a9
Aug ’25US$39.35
US$37.33
-5.1%
4.6%US$41.00US$35.00n/a9
Jul ’25US$36.28
US$37.00
+2.0%
5.4%US$41.00US$34.00n/a9
Jun ’25US$36.31
US$37.25
+2.6%
6.3%US$41.00US$34.00n/a8
May ’25US$37.92
US$38.50
+1.5%
7.2%US$43.00US$34.00n/a8
Apr ’25US$38.70
US$38.63
-0.2%
8.2%US$45.00US$34.00n/a8
Mar ’25US$35.39
US$39.86
+12.6%
8.2%US$45.00US$35.00n/a7
Feb ’25US$42.90
US$43.29
+0.9%
6.6%US$48.00US$38.00n/a7
Jan ’25US$41.45
US$43.00
+3.7%
6.7%US$48.00US$38.00n/a7
Dec ’24US$41.15
US$42.86
+4.1%
6.2%US$47.00US$38.00n/a7
Nov ’24US$41.53
US$50.14
+20.7%
9.8%US$59.00US$45.00US$36.827
Oct ’24US$43.58
US$53.00
+21.6%
8.1%US$59.00US$45.00US$41.416
Sep ’24US$45.30
US$54.60
+20.5%
4.7%US$59.00US$52.00US$41.095
Aug ’24US$51.54
US$58.17
+12.9%
6.0%US$64.00US$54.00US$39.356
Jul ’24US$50.38
US$58.50
+16.1%
5.6%US$64.00US$54.00US$36.286
Jun ’24US$46.90
US$57.67
+23.0%
7.3%US$64.00US$52.00US$36.316
May ’24US$54.09
US$55.50
+2.6%
7.8%US$60.00US$49.00US$37.926
Apr ’24US$50.43
US$54.17
+7.4%
9.5%US$60.00US$47.00US$38.706
Mar ’24US$48.60
US$52.83
+8.7%
8.4%US$60.00US$47.00US$35.396
Feb ’24US$47.89
US$51.33
+7.2%
10.1%US$60.00US$47.00US$42.906
Jan ’24US$49.38
US$50.83
+2.9%
8.6%US$60.00US$47.00US$41.456
Dec ’23US$49.26
US$50.50
+2.5%
9.1%US$60.00US$47.00US$41.156
Nov ’23US$49.93
US$50.50
+1.1%
8.9%US$60.00US$47.00US$41.536

Analyst Forecast: Target price is less than 20% higher than the current share price.

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