TreeHouse Foods Inc

TreeHouse Foods Inc(THS)の株式分析

$24.430

-0.020 (-0.08%)終値時点

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High
24.630
Open
24.550
VWAP
24.47
Vol
28.96M
Mkt Cap
1.92B
Low
24.350
Amount
708.76M
EV/EBITDA, TTM
7.49

TreeHouse Foods, Inc. is a private label food and beverage manufacturer in North America. The Company's portfolio includes snacking offerings (crackers, pretzels, in-store bakery items, frozen griddle items, cookies, and candy offerings), beverages & drink mix offerings (non-dairy creamer, coffee, broths/stocks, powdered beverages and other blends, and tea), as well as other grocery offerings (pickles, refrigerated dough, hot cereal, and cheese & pudding). The Company sells its products across various channels including retail grocery, co-manufacturing, and food-away-from-home customers in shelf stable, refrigerated, and frozen formats. It also offers its customers a range of value and nutritional solutions, including natural, organic, and gluten-free products, providing each the capability to meet the needs of their consumers.

AI analysis of TreeHouse Foods Inc (THS)

sell

THS is not a good buy right now; I would avoid new longs and would sell/rotate out at current levels (~24.64). The stock is trading well above the announced $22.50 cash takeout level, meaning most of the upside is already paid for (and then some), leaving an unfavorable risk/reward for an impatient buyer. Technically it’s extended/overbought near resistance, options flow is heavily skewed to puts by volume (bearish/hedging), and there are no supportive proprietary buy signals today.

**Intellectia Proprietary Trading Signals**

- [AI Stock Picker](module://ai_stock_pick): No signal on given stock today.

- [SwingMax](module://swingmax): No signal on given stock today.

Analyst Ratings (16)

-7.37% downside
Hold
3 Buy
12 Hold
1 Sell
Current: 24.43
安値
22.50
平均
22.63
高値
23.00

Truist

2025-11-13

目標株価

$20

Hold

Stifel

2025-11-11

目標株価

$19

Hold

William Blair

2025-11-11

目標株価

Market Perform

Barclays

2025-11-11

目標株価

$23

Equal Weight

Stifel

2025-10-24

目標株価

$19

Hold

バリュエーション指標

The current forward P/E ratio for TreeHouse Foods Inc (THS) is 12.60, compared to its 5-year average forward P/E of 18.18.

Forward P/E

Fair
5Y Average P/E
18.18
Current P/E
12.60
割高
24.66
割安
11.70

Forward EV/EBITDA

Undervalued
5Y Average EV/EBITDA
10.04
Current EV/EBITDA
7.49
割高
12.35
割安
7.73

Forward P/S

Undervalued
5Y Average P/S
0.55
Current P/S
0.35
割高
0.70
割安
0.40

Alphio AI Price Scenarios for THS

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%THS

$21.87

シナリオ価格

B

Base

Base · 50%THS

$21.55

シナリオ価格

B

Bear

Bear · 25%THS

$17.49

シナリオ価格

Whales holding THS

S

Sessa Capital IM, L.P.

+ HoldingTHS

+8.59%

3M Return

J

Jana Partners Management, LP

+ HoldingTHS

-1.54%

3M Return

N

NewSouth Capital Management, Inc.

+ HoldingTHS

-7.45%

3M Return

イベントタイムライン

2026-02-11 (ET)

09:10:00

Investindustrial Completes $2.9B Acquisition of TreeHouse Foods

2026-02-06 (ET)

17:20:00

Investindustrial Acquires Treehouse Foods

2025-11-10 (ET)

07:07:10

Investindustrial to Purchase TreeHouse for $22.50 per Share in Cash

07:03:57

TreeHouse Announces Q3 Adjusted EPS of 74 Cents, Exceeding Consensus Estimate of 56 Cents

ニュース

THS FAQ — answered by Alphio AI

TreeHouse Foods, Inc. is a private label food and beverage manufacturer in North America. The Company's portfolio includes snacking offerings (crackers, pretzels, in-store bakery items, frozen griddle items, cookies, and candy offerings), beverages & drink mix offerings (non-dairy creamer, coffee, broths/stocks, powdered beverages and other blends, and tea), as well as other grocery offerings (pickles, refrigerated dough, hot cereal, and cheese & pudding). The Company sells its products across various channels including retail grocery, co-manufacturing, and food-away-from-home customers in shelf stable, refrigerated, and frozen formats. It also offers its customers a range of value and nutritional solutions, including natural, organic, and gluten-free products, providing each the capability to meet the needs of their consumers. It operates in the Consumer Non-Cyclicals sector (CANNED, FROZEN & PRESERVD FRUIT, VEG & FOOD SPECIA industry).

THS is not a good buy right now; I would avoid new longs and would sell/rotate out at current levels (~24.64). The stock is trading well above the announced $22.50 cash takeout level, meaning most of the upside is already paid for (and then some), leaving an unfavorable risk/reward for an impatient buyer. Technically it’s extended/overbought near resistance, options flow is heavily skewed to puts by volume (bearish/hedging), and there are no supportive proprietary buy signals today. **Intellectia Proprietary Trading Signals** - [AI Stock Picker](module://ai_stock_pick): No signal on given stock today. - [SwingMax](module://swingmax): No signal on given stock today.

16 analysts cover THS: 3 rate it Buy, 12 Hold and 1 Sell. The average price target is 22.63.

本ページは調査目的であり、投資助言ではありません。モデルは誤ることがあります。過去の実績は将来の成果を保証しません。

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