Sanderson Farms Inc.

Sanderson Farms is a poultry processing company engaged in the production, processing, marketing and distribution of frozen chicken products, including processed and minimally prepared chicken. The company sells ice-packed, chill-packed, bulk-packed and frozen chicken, in whole, cut-up and boneless form to retailers, distributors, and casual dining operators, and to customers who resell frozen chicken into export markets. The company operates through: Sanderson Farms, Inc. (Production Division), which is engaged in the production of chickens to the broiler stage; and Sanderson Farms, Inc. (Processing Division), which is engaged in the processing, sale and distribution of chicken products.
  • TickerSAFM
  • ISINUS8000131040
  • ExchangeNASDAQ Stock Market
  • SectorFood Producers
  • CountryUnited States
Valens Research

Valens Equity Insights and Inflections - 2021 04 20

Current market expectations for GTII are for profitability to reverse impressive gains, and growth to remain high but slow significantly. Markets expect UAFRS-based ROA (Uniform ROA or ROA') to drop from a forecasted 30% in 2021 to 17% going forward, with growth falling by more than half. However, the company is primed to ride the tailwinds of cannabis legalization, which may lead to the market opportunity for Green Thumb to more than triple in the coming years. On top of that, the company has positioned itself well with a sound strategy for growing high returns thanks to its branded produc...

Valens Research

SAFM - Embedded Expectations Analysis - 2021 04 14

Sanderson Farms, Inc. (SAFM:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 24.6x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may have concerns about feed costs, poultry demand, and net sales growth Specifically, management may have concerns about recent winter storms' impacts on their operations and chicken performance as well as the sustainability of demand for chicken wings. Moreover, management may lack confidence in their ability to sustain net sales growth, improve pullet plac...

SANDERSON FARMS reduced its risk exposure resulting in an upgrade to Positive

SANDERSON FARMS (US), a company active in the Food Products industry, reduced its market risk and raised its general evaluation. The independent financial analyst theScreener awarded an improved star rating to the company, which now shows 4 out of 4 possible stars; its market behaviour has improved and can be considered as defensive. theScreener believes that this new assessment merits an overall rating upgrade to Positive. As of the analysis date March 12, 2021, the closing price was USD 164.20 and its potential was estimated at USD 180.18.

Valens Research

Valens Equity Insights and Inflections - 2021 03 02

Current market expectations for II-VI Incorporated (IIVI) don't comprehend the company's macro tailwinds. Markets expect UAFRS-based (Uniform) ROA (ROA') to fall back towards historical trough levels, even as analysts are forecasting significant ROA' recovery, in line with the tailwinds from its exposure to 5G investment, the Internet of Things, and autonomous vehicle investment. The company supplies the technology that allows these big macro tailwinds to continue to take off, and in the case of autonomous vehicles, are essential to any success at all. As booming demand accelerates in these e...

Valens Research

SAFM - Embedded Expectations Analysis - 2021 02 23

Sanderson Farms, Inc. (SAFM:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 36.1x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may have concerns about grain costs, QSR customers, and poultry sales Specifically, management may lack confidence in their ability to execute their strategic plans, increase dressed poultry sales, and mitigate rising grain input costs. In addition, they may have concerns about rising freight costs and increasing chicken cost per pound. Finally, management may be concer...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.

Valens Research

Valens Equity Insights and Inflections - 2021 04 20

Current market expectations for GTII are for profitability to reverse impressive gains, and growth to remain high but slow significantly. Markets expect UAFRS-based ROA (Uniform ROA or ROA') to drop from a forecasted 30% in 2021 to 17% going forward, with growth falling by more than half. However, the company is primed to ride the tailwinds of cannabis legalization, which may lead to the market opportunity for Green Thumb to more than triple in the coming years. On top of that, the company has positioned itself well with a sound strategy for growing high returns thanks to its branded produc...

Valens Research

SAFM - Embedded Expectations Analysis - 2021 04 14

Sanderson Farms, Inc. (SAFM:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 24.6x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may have concerns about feed costs, poultry demand, and net sales growth Specifically, management may have concerns about recent winter storms' impacts on their operations and chicken performance as well as the sustainability of demand for chicken wings. Moreover, management may lack confidence in their ability to sustain net sales growth, improve pullet plac...

Valens Research

Valens Equity Insights and Inflections - 2021 03 02

Current market expectations for II-VI Incorporated (IIVI) don't comprehend the company's macro tailwinds. Markets expect UAFRS-based (Uniform) ROA (ROA') to fall back towards historical trough levels, even as analysts are forecasting significant ROA' recovery, in line with the tailwinds from its exposure to 5G investment, the Internet of Things, and autonomous vehicle investment. The company supplies the technology that allows these big macro tailwinds to continue to take off, and in the case of autonomous vehicles, are essential to any success at all. As booming demand accelerates in these e...

Valens Research

SAFM - Embedded Expectations Analysis - 2021 02 23

Sanderson Farms, Inc. (SAFM:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 36.1x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may have concerns about grain costs, QSR customers, and poultry sales Specifically, management may lack confidence in their ability to execute their strategic plans, increase dressed poultry sales, and mitigate rising grain input costs. In addition, they may have concerns about rising freight costs and increasing chicken cost per pound. Finally, management may be concer...

MarketLine Department

Pilgrim's Pride Corporation - Strategy, SWOT and Corporate Finance Report

Summary Pilgrim's Pride Corporation - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Pilgrim's Pride Corporation (Pilgrim's Pride or 'the company') is a producer, processor, and marketer of poultry products. The company offers a range of fresh chicken products including refrigerated (non-frozen) whole chickens, whole cut-up chickens and selected chicken parts. It...

SANDERSON FARMS reduced its risk exposure resulting in an upgrade to Positive

SANDERSON FARMS (US), a company active in the Food Products industry, reduced its market risk and raised its general evaluation. The independent financial analyst theScreener awarded an improved star rating to the company, which now shows 4 out of 4 possible stars; its market behaviour has improved and can be considered as defensive. theScreener believes that this new assessment merits an overall rating upgrade to Positive. As of the analysis date March 12, 2021, the closing price was USD 164.20 and its potential was estimated at USD 180.18.

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