Added to YB: 2025-08-22
Pitch date: 2025-07-02
NSRGY [bullish]
Nestlé S.A.
+6.27%
current return
Author Info
No bio for this author
Company Info
Nestlé S.A., together with its subsidiaries, manufactures and distributes food and beverage, and nutritional science products in the United States, Brazil, Mexico, Greater China, the Philippines, India, the United Kingdom, France, Germany, Switzerland, and internationally.
Market Cap
CHF 195.5B
Pitch Price
CHF 76.29
Price Target
N/A
Dividend
4.08%
EV/EBITDA
13.98
P/E
26.29
EV/Sales
2.84
Sector
Food Products
Category
turnaround
Nestlé S.A. - $NSRGY
NSRGY: Global food giant (46% pet food/coffee) trading at 12.1x EV/EBITDA ex-L'Oreal (6.8% FCF yield). New CEO Freixe replacing Schneider, shifting from M&A to core brands, boosting marketing to 9%, targeting $2.5B cost savings by 2027. Volume declined 2022-24 but turnaround expected. Risks: commodity inflation, Swiss franc strength.
Read full article (8 min)