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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高値
24.630
始値
24.550
出来高加重平均価格
24.47
出来高
28.96M
時価総額
1.92B
安値
24.350
売買代金
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.

www.treehousefoods.com

AI分析 of TreeHouse Foods Inc (THS)

売り

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.

アナリスト評価(16)

-7.37% 下落余地
中立
3 買い
12 中立
1 売り
現在: 24.43
安値
22.50
平均
22.63
高値
23.00

Truist

2025-11-13

目標株価

$20

中立

Stifel

2025-11-11

目標株価

$19

中立

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

中立

バリュエーション指標

TreeHouse Foods Inc(THS)の現在の予想PERは12.60で、5年平均は17.98です。

予想PER

適正
5年平均 P/E
17.98
現在のP/E
12.60
割高
24.27
割安
11.68

予想EV/EBITDA

割安
5年平均 EV/EBITDA
10.02
現在のEV/EBITDA
7.49
割高
12.35
割安
7.69

予想PSR

割安
5年平均 P/S
0.55
現在のP/S
0.35
割高
0.71
割安
0.40

Alphio AI による THS の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%THS

$21.87

シナリオ価格

基

基本

基本 · 50%THS

$21.55

シナリオ価格

弱

弱気

弱気 · 25%THS

$17.49

シナリオ価格

THS を保有するクジラ

N

NewSouth Capital Management, Inc.

+ を保有THS

-1.59%

3か月リターン

J

Jana Partners Management, LP

+ を保有THS

-11.88%

3か月リターン

S

Sessa Capital IM, L.P.

+ を保有THS

-12.39%

3か月リターン

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 のよくある質問 — Alphio AI が回答

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.

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