TreeHouse Foods Inc

TreeHouse Foods Inc(THS)股票分析

$24.430

-0.020 (-0.08%)收盘时

Loading chart…
最高
24.630
开盘
24.550
成交量加权均价
24.47
成交量
28.96M
市值
1.92B
最低
24.350
成交额
708.76M
企业价值/息税折旧摊销前利润(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 分析 of TreeHouse Foods Inc (THS)

卖出

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.

分析师评级(16)

-7.37% 下跌空间
持有
3 买入
12 持有
1 卖出
当前: 24.43
最低
22.50
平均
22.63
最高
23.00

Truist

2025-11-13

目标价

$20

持有

Stifel

2025-11-11

目标价

$19

持有

William Blair

2025-11-11

目标价

—

Market Perform

Barclays

2025-11-11

目标价

$23

Equal Weight

Stifel

2025-10-24

目标价

$19

持有

估值指标

TreeHouse Foods Inc(THS)当前预期市盈率为 12.60,5 年平均预期市盈率为 17.96。

预期市盈率

合理
5 年均值 P/E
17.96
当前P/E
12.60
高估
24.25
低估
11.68

预期 EV/EBITDA

低估
5 年均值 EV/EBITDA
10.02
当前EV/EBITDA
7.49
高估
12.35
低估
7.69

预期市销率

低估
5 年均值 P/S
0.55
当前P/S
0.35
高估
0.71
低估
0.40

Alphio AI 对 THS 的价格情景

情景价格取自当年最后一个月度预测区间。概率为固定的模型权重(25 / 50 / 25),不构成保证。

乐

乐观

乐观 · 25%THS

$21.87

情景价格

基

基准

基准 · 50%THS

$21.55

情景价格

悲

悲观

悲观 · 25%THS

$17.49

情景价格

持有 THS 的大户

N

NewSouth Capital Management, Inc.

+ 持有THS

-4.11%

3个月收益率

S

Sessa Capital IM, L.P.

+ 持有THS

-11.20%

3个月收益率

J

Jana Partners Management, LP

+ 持有THS

-12.63%

3个月收益率

事件时间线

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

资讯

THS 常见问题 —— 由 Alphio AI 解答

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.

暂无帖子

注册或登录后参与讨论

本页仅供研究参考,不构成投资建议。模型可能出错。过往表现不代表未来结果。

开始交易