Added to YB: 2026-10-07
Pitch date: 2026-10-01
CALM [bullish]
Cal-Maine Foods, Inc.
-3.42%
current return
Author Info
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Company Info
Cal-Maine Foods, Inc., together with its subsidiaries, engages in the production, grading, packaging, marketing, and distribution of shell eggs, egg products, and prepared foods in the United Sates.
Market Cap
$3.0B
Pitch Price
$65.84
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.48
P/E
52.66
EV/Sales
0.90
Sector
Food Products
Category
turnaround
Cal-Maine Foods (NASDAQ: CALM)
CALM: Cal-Maine, the largest U.S. egg producer, trades at 1.2x book — its cheapest valuation since 2005 — with $767.6 million of cash and temporary investments and no debt, positioning it to survive below-cost egg pricing and pursue downturn acquisitions. Flat FY26 volumes despite a 31.7% revenue decline show pricing drove the contraction. The main risk is a prolonged bust like 2005-06, compounded by Walmart representing 30% of FY26 sales.
Read full article (11 min)