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Saputo Inc.TSX:SAP Stock Report

Market Cap CA$16.5b
Share Price
n/a
1Y47.4%
7D1.2%
1D-3.7%
Portfolio Value
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Saputo Inc.

TSX:SAP Stock Report

Market Cap: CA$16.5b

Saputo (SAP) Stock Overview

Produces, markets, and distributes dairy products in Canada, the United States, Australia, and the United Kingdom. More details

SAP fundamental analysis
Snowflake Score
Valuation3/6
Future Growth2/6
Past Performance2/6
Financial Health6/6
Dividends5/6

SAP Community Fair Values

Create Narrative

See what 39 others think this stock is worth. Follow their fair value or set your own to get alerts.

Saputo Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Saputo
Historical stock prices
Current Share PriceCA$41.08
52 Week HighCA$45.09
52 Week LowCA$27.08
Beta0.11
1 Month Change-3.02%
3 Month Change-5.89%
1 Year Change49.49%
3 Year Change44.75%
5 Year Change9.81%
Change since IPO1,539.10%

Recent News & Updates

Narrative Update Jun 23

SAP: Fair Value View Will Depend On Portfolio Shift And Margin Delivery

Saputo's latest narrative update reflects a modestly higher implied outlook as analysts fine tune price targets in the range of CA$49 to CA$51, supported by revised expectations for revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent research on Saputo points to a more mixed backdrop, with some support for the stock's valuation offset by cautious adjustments to price targets and ratings.
Narrative Update Jun 06

SAP: Higher P/E Assumptions And Portfolio Actions Will Shape Forward Risk Balance

Analysts have trimmed their Saputo price target slightly to about CA$46.36 from CA$46.80, citing updated assumptions for revenue growth, profit margins and future P/E, even as some firms have turned more cautious on the stock. What's in the News Saputo reported financial results for Q4 and the fiscal year ended March 31, 2026, with adjusted EBITDA described as 5% higher and margins wider, supported by pricing decisions and cost controls.

Recent updates

Narrative Update Jun 23

SAP: Fair Value View Will Depend On Portfolio Shift And Margin Delivery

Saputo's latest narrative update reflects a modestly higher implied outlook as analysts fine tune price targets in the range of CA$49 to CA$51, supported by revised expectations for revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent research on Saputo points to a more mixed backdrop, with some support for the stock's valuation offset by cautious adjustments to price targets and ratings.
Narrative Update Jun 06

SAP: Higher P/E Assumptions And Portfolio Actions Will Shape Forward Risk Balance

Analysts have trimmed their Saputo price target slightly to about CA$46.36 from CA$46.80, citing updated assumptions for revenue growth, profit margins and future P/E, even as some firms have turned more cautious on the stock. What's in the News Saputo reported financial results for Q4 and the fiscal year ended March 31, 2026, with adjusted EBITDA described as 5% higher and margins wider, supported by pricing decisions and cost controls.
Narrative Update May 23

SAP: Fair Value View Will Rely On Margin Execution And Earnings Reliability

Analysts have maintained their CA$41.00 price target on Saputo, incorporating slightly revised assumptions on the discount rate, revenue trends, margin profile, and future P/E. These adjustments reflect a more cautious stance following a recent downgrade highlighted in Street research.
Narrative Update May 04

SAP: Higher Multiples Will Depend On Margin Delivery And Mixed Street Conviction

The analyst price target for Saputo has increased to CA$41.00 from CA$29.61, as analysts factor in higher assumed profit margins and a richer future P/E multiple, while also applying a slightly higher discount rate and a more cautious revenue growth outlook, in line with recent upward price target revisions across several firms. Analyst Commentary Recent research updates around Saputo highlight a mixed backdrop, with several firms adjusting price targets and at least one turning more cautious on the stock.
Narrative Update Apr 20

SAP: Higher P/E Assumptions And Buybacks Will Shape Forward Upside Risk

The analyst fair value estimate for Saputo has increased slightly from CA$46.40 to CA$46.80, reflecting a series of small price target increases from several firms as analysts consider updated revenue, margin, and future P/E assumptions. Analyst Commentary Recent research updates on Saputo show a mix of optimism on valuation and caution on execution, as price targets have been adjusted by multiple firms and one research house has turned more cautious overall.
Narrative Update Apr 05

SAP: Higher Margin Assumptions And Ongoing Buybacks Will Shape Forward Risk Balance

Analysts have lifted the fair value estimate for Saputo from CA$44.64 to CA$46.40. This aligns with a series of recent price target increases from multiple Canadian banks that point to updated expectations around profitability and valuation multiples.
Narrative Update Mar 22

SAP: Modestly Higher Margins And Buybacks Will Support Future Upside

Analysts have nudged their views higher on Saputo, with the Street price targets moving up by CA$1 to CA$3 across several firms, reflecting updated assumptions on modestly higher revenue, slightly stronger profit margins and a similar forward P/E profile. Analyst Commentary Recent research updates cluster around higher price targets for Saputo, with several bullish analysts lifting their fair value estimates in the CA$1 to CA$3 range.
Narrative Update Mar 08

SAP: Higher P/E Assumptions Will Support Stronger Margins Going Forward

Saputo's fair value estimate rises from CA$38.00 to CA$52.00. This reflects a higher assumed future P/E of about 21.6x and modestly stronger margin expectations that are broadly in line with a series of recent analyst price target increases toward the CA$49 to CA$52 range.
Narrative Update Feb 22

SAP: Higher Long Term Margins And Gradual Buybacks Will Shape Risk Balance

Saputo's updated fair value has edged up to CA$44.64 from CA$42.77 as analysts lift their price targets, with several firms moving targets higher by CA$1 to CA$3 on the view that the company’s margin profile and valuation multiples can support slightly stronger long term pricing. Analyst Commentary Recent Street research shows a cluster of higher price targets for Saputo, with several firms moving their targets up by CA$1 to CA$3 and some now sitting in the high CA$40s to low CA$50s.
Narrative Update Feb 07

SAP: Future Buybacks And Repriced P E Multiple Will Shape Risk Balance

Analysts have lifted their fair value estimate for Saputo by about C$3.55 to roughly C$42.77. This reflects updated views on growth, margins and a higher assumed future P/E multiple in line with recent price target increases across the Street.
Analysis Article Jan 30

Returns On Capital At Saputo (TSE:SAP) Have Stalled

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Narrative Update Jan 24

SAP: Higher Multiples Will Struggle If Margin Execution Disappoints

The analyst price target for Saputo has moved slightly higher. Analysts cite updated assumptions for fair value, modestly stronger revenue growth and margins, and a small adjustment to the future P/E, along with recent Street target increases to C$38 and C$42, as support for the change.
Analysis Article Jan 15

These 4 Measures Indicate That Saputo (TSE:SAP) Is Using Debt Reasonably Well

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Narrative Update Jan 10

SAP: Outperform Rating, Buybacks And Margins Will Shape Future Risk Balance

Analysts have nudged their fair value estimates for Saputo higher, with the implied target moving by just under C$1 per share. This shift is supported by recent Street target increases to C$38 and C$42 that are based on stable growth, margin and P/E assumptions in their models.
Analysis Article Dec 31

Is There An Opportunity With Saputo Inc.'s (TSE:SAP) 48% Undervaluation?

Key Insights Saputo's estimated fair value is CA$79.70 based on 2 Stage Free Cash Flow to Equity Saputo is estimated to...
Narrative Update Dec 20

SAP: Margin Hopes May Prove Overstated Amid Slowing Revenue Outlook

Saputo's analyst price target has been nudged higher, rising from approximately C$37 to about C$40, as analysts cite improved margin expectations and a modestly lower valuation multiple despite slightly softer revenue growth assumptions. Analyst Commentary Recent research updates reflect a more constructive stance on Saputo, with price targets trending higher in response to improving margin visibility and disciplined capital allocation.
Narrative Update Dec 06

SAP: Outperform Ratings And Buybacks Will Shape Future Risk Reward Balance

Analysts have nudged our Saputo price target higher to C$38.32 from C$37.86, as modestly stronger long term revenue growth and margin expectations, reflected in recent target increases across the Street, support a slightly richer fair value multiple. Analyst Commentary Bullish analysts have recently revised their models to reflect a healthier balance of volume growth and pricing power, citing improving visibility on Saputo's margin recovery and cash flow generation.
Narrative Update Nov 22

SAP: Outperform Ratings And Buyback Plan Will Shape Outlook Amid Risks

Analysts have increased their price target for Saputo, raising expectations from approximately C$35.41 to C$37.86. This revision is based on higher projected revenue growth and profit margins, as reflected in recent updates to their financial models.
Analysis Article Nov 09

Saputo Inc. (TSE:SAP) Just Released Its Second-Quarter Earnings: Here's What Analysts Think

It's been a good week for Saputo Inc. ( TSE:SAP ) shareholders, because the company has just released its latest...
Narrative Update Nov 06

SAP: Recent Revisions Will Shape Outlook Amid Margin And Market Uncertainties

Saputo's analyst price target has increased from C$34.77 to C$35.41. Analysts cite multiple recent upward revisions reflecting a durable outlook and continued confidence in the company's performance.
Narrative Update Oct 22

Analysts Lift Saputo Price Target as Margins Improve and Growth Outlook Brightens

Analyst Price Target for Saputo Rises on Improved Outlook The consensus analyst price target for Saputo has increased from C$34.36 to C$34.77. Analysts cite strengthened outlooks and recent upward revisions from research firms, reflecting confidence in the company's profit margin improvements.
Narrative Update Aug 11

Premium Dairy Focus And Automation Will Unlock New Markets

The upward revision in Saputo’s fair value reflects improved consensus revenue growth forecasts and a higher expected future P/E, resulting in the Analyst Price Target increasing from CA$30.00 to CA$32.45. What's in the News Saputo has partnered with Food Banks Canada, committing $450,000 over three years to support nationwide hunger relief initiatives, including summer food packs for children.
Analysis Article Aug 01

Here's Why Shareholders Should Examine Saputo Inc.'s (TSE:SAP) CEO Compensation Package More Closely

Key Insights Saputo's Annual General Meeting to take place on 8th of August CEO Carl Colizza's total compensation...
Analysis Article Jul 17

Investors Still Waiting For A Pull Back In Saputo Inc. (TSE:SAP)

There wouldn't be many who think Saputo Inc.'s ( TSE:SAP ) price-to-sales (or "P/S") ratio of 0.6x is worth a mention...
User avatar
New Narrative Nov 27

Leadership Overhaul And Critical Innovations To Drive Global Growth And Margins

Leadership changes and strategic initiatives are set to enhance operational efficiency and profitability, positively impacting revenue and net margins.

Shareholder Returns

SAPCA FoodCA Market
7D-2.9%0.9%-0.6%
1Y49.5%26.5%29.0%

Return vs Industry: SAP exceeded the Canadian Food industry which returned 26.5% over the past year.

Return vs Market: SAP exceeded the Canadian Market which returned 29% over the past year.

Price Volatility

Is SAP's price volatile compared to industry and market?
SAP volatility
SAP Average Weekly Movement4.3%
Food Industry Average Movement5.0%
Market Average Movement9.7%
10% most volatile stocks in CA Market16.5%
10% least volatile stocks in CA Market3.7%

Stable Share Price: SAP has not had significant price volatility in the past 3 months compared to the Canadian market.

Volatility Over Time: SAP's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
195419,200Carl Colizzawww.saputo.com

Saputo Inc. produces, markets, and distributes dairy products in Canada, the United States, Australia, and the United Kingdom. The company offers mozzarella and cheddar; specialty cheeses, such as ricotta, provolone, parmesan, goat cheese, feta, havarti, snacking, romano, string, blue, and soft and processed cheeses; and brie, camembert, brick, colby, farmer, munster, monterey jack, and fresh curd. It also provides fluid milk, cream, yogurt, sour cream, cottage cheese, and ice cream mixes; and butter and butter blends, flavored cream, dips, half and half, whipping cream, value-added beverages, creamers, coffee beverages, aerosol whipped toppings, almond and oat milk, and aseptic food products and beverages.

Saputo Inc. Fundamentals Summary

How do Saputo's earnings and revenue compare to its market cap?
SAP fundamental statistics
Market capCA$16.45b
Earnings (TTM)CA$690.00m
Revenue (TTM)CA$17.55b
23.8x
P/E Ratio
0.9x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
SAP income statement (TTM)
RevenueCA$17.55b
Cost of RevenueCA$15.89b
Gross ProfitCA$1.66b
Other ExpensesCA$969.00m
EarningsCA$690.00m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

Aug 07, 2026

Earnings per share (EPS)1.72
Gross Margin9.45%
Net Profit Margin3.93%
Debt/Equity Ratio40.7%

How did SAP perform over the long term?

See historical performance and comparison

Dividends

1.9%
Current Dividend Yield
48%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/02 00:18
End of Day Share Price 2026/06/30 00:00
Earnings2026/03/31
Annual Earnings2026/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Saputo Inc. is covered by 17 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jim MarroneAccountability Research Corporation
Etienne RicardBMO Capital Markets Equity Research
Candice WilliamsCanaccord Genuity