TreeHouse Foods, Inc.

NYSE:THS Stock Report

Market Cap: US$1.5b

TreeHouse Foods Valuation

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

Valuation Score

2/6

Valuation Score 2/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings 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.

Discounted Cash Flow
Simply Wall St
US$83.20
Fair Value
63.3% undervalued intrinsic discount
9
Number of Analysts

Below Fair Value: THS ($30.51) is trading below our estimate of fair value ($83.2)

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 profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for THS. This is calculated by dividing THS's market cap by their current earnings.
What is THS's PE Ratio?
PE Ratio56.9x
EarningsUS$26.90m
Market CapUS$1.53b

Price to Earnings Ratio vs Peers

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

The above table shows the PE ratio for THS vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average21.2x
KLG WK Kellogg Co
23.7x27.1%US$1.7b
TR Tootsie Roll Industries
23.8xn/aUS$2.1b
DOLE Dole
8.7x-0.2%US$1.3b
JJSF J&J Snack Foods
28.6x13.5%US$2.4b
THS TreeHouse Foods
56.9x36.4%US$1.5b

Price-To-Earnings vs Peers: THS is expensive based on its Price-To-Earnings Ratio (56.9x) compared to the peer average (21.2x).

Price to Earnings Ratio vs Industry

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

3 CompaniesPrice / EarningsEstimated GrowthMarket Cap
GCEH Global Clean Energy Holdings
0.3xn/aUS$39.42m
IDBH.F Industrias Bachoco. de
0.02xn/aUS$9.65m
OGAA Organic Agricultural
0.003xn/aUS$92.00
No more companies available in this PE range
THS 56.9xIndustry Avg. 19.5xNo. of Companies8PE01224364860+
3 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: THS is expensive based on its Price-To-Earnings Ratio (56.9x) compared to the US Food industry average (19.3x).

Price to Earnings Ratio vs Fair Ratio

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

THS PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio56.9x
Fair PE Ratio28.5x

Price-To-Earnings vs Fair Ratio: THS is expensive based on its Price-To-Earnings Ratio (56.9x) compared to the estimated Fair Price-To-Earnings Ratio (28.5x).

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$30.51
US$33.72
+10.5%
6.7%US$37.00US$30.00n/a9
Feb ’26US$34.52
US$33.67
-2.5%
7.1%US$37.00US$30.00n/a9
Jan ’26US$35.13
US$33.00
-6.1%
7.1%US$37.00US$30.00n/a9
Dec ’25US$34.34
US$33.33
-2.9%
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$38.00US$34.527
Jan ’25US$41.45
US$43.00
+3.7%
6.7%US$48.00US$38.00US$35.137
Dec ’24US$41.15
US$42.86
+4.1%
6.2%US$47.00US$38.00US$34.347
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
Analyst Price Target
Consensus Narrative from 9 Analysts
US$33.72
Fair Value
9.5% undervalued intrinsic discount
9
Number of Analysts

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

Discover undervalued companies

7D

1Y

7D

1Y

7D

1Y

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/02/20 12:41
End of Day Share Price 2025/02/20 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

TreeHouse Foods, Inc. is covered by 27 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Andrew LazarBarclays
Kenneth ZaslowBMO Capital Markets Equity Research
Bryan SpillaneBofA Global Research