Dean Foods Co New (NYSE:DF)

CAPS Rating: 2 out of 5

A leading processor and distributor of milk and other dairy products, Dean Foods sells more than 50 private-label brands to grocery stores.

Caps

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All Players

444 Outperform
54 Underperform
 

All-Star Players

79 Outperform
16 Underperform
 

Wall Street

14 Outperform
2 Underperform
 

Top DF Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

ScryingPool (< 20)
Submitted March 24, 2011

WHY DEAN FOODS (DF) IS UNDER-VALUED:Dean Foods is the largest packager/distributor of milk products in the United States. They also lead the market in coffee creamers with their flagship brand “International Delight”. Besides “Dean” milk, here are… More

jcamp0712 (< 20)
Submitted July 04, 2008

Milk distribution costs will continue to eat at profits. Deans plants are running at full tilt. Debt to equity ratio means that a rise in interest rates will adversely affect profits. Expanding sales to Costco, WalMart and Sam's Clubs means even… More

DF VS S&P 500 (SPY)

Recent Community Commentary

Read the most recent pitches from players about DF.

Recs

0
Member Avatar TMFCheesehead (90.85) Submitted: 5/27/2018 9:11:04 PM : Underperform Start Price: $9.49 DF Score: +49.17

https://www.fool.com/investing/2018/05/27/1-terrible-industry-and-10-stocks-in-it-i.aspx

Recs

0
Member Avatar CultOfCider (34.49) Submitted: 4/16/2018 1:50:49 PM : Outperform Start Price: $8.10 DF Score: -41.90

near book value. Has value, will rebound in the future.

Recs

0
Member Avatar Junkyardhawg1985 (55.70) Submitted: 2/14/2017 2:12:24 PM : Outperform Start Price: $19.24 DF Score: -88.21

Dean Food (DF) – Currently $20.60/sh – DF sells a wide variety of dairy product under multiple labels such as Land-o-Lakes, Mayfield, PET, etc. The market cap of the company is only $1.87 billion with sales of $7.71 billion. In the past 5 years, they have reduced net debt by over $2.4 billion from $3.3 billion to $860 million. The stock currently trades at an Enterprise Value to Revenue ratio of 0.35. This is very low compared to many other food processing companies:

Pilgrim’s Pride – 0.71
Tyson – 0.79
Hormel – 2.01
Cal-Maine Eggs – 1.55
ConAgra – 1.7
Campbell’s Soup – 2.86
Kellogs – 2.53
Treehouse Foods – 1.34
Smuckers – 2.79
General Mills – 2.83
Unilever – 2.39

Dean Food stock can be valued at a higher EV/Rev than currently. Back in 2007, the company had an EV/Rev ratio of 0.86. They have also been consistently buying back shares over the years. The number of shares outstanding has been reduced from 128.9 million in 2007 to 90.5 million today. I have four sell targets on the shares I hold at 0.5X EV/rev (currently $33.01), 0.75X EV/Rev, 1.0X EV/Rev and 1.5X EV/Rev (currently $118.2).

Leaderboard

Find the members with the highest scoring picks in DF.

Score Leader

TrackLazardCapit

TrackLazardCapit (75.75) Score: +256.46

The Score Leader is the player with the highest score across all their picks in DF.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
nitetrain69 < 20 7/17/2009 Underperform 3Y $17.12 -73.83% +178.72% +252.55 0 Comment
jtroiaffd 70.19 10/8/2008 Underperform NS $17.60 -74.55% +173.56% +248.10 0 Comment
cbarris8 < 20 10/7/2008 Underperform NS $18.80 -76.17% +158.67% +234.83 0 Comment
BuyTheDip 32.93 10/7/2009 Underperform 5Y $15.48 -71.06% +147.43% +218.49 0 Comment
benegrace < 20 1/25/2010 Underperform 3Y $15.53 -71.15% +136.34% +207.49 0 Comment
todamoon 61.81 8/30/2010 Underperform 5Y $8.16 -45.09% +144.39% +189.48 0 Comment
schwah5 92.53 7/30/2008 Underperform NS $18.05 -75.18% +111.56% +186.75 0 Comment
jcamp0712 < 20 7/7/2008 Underperform 1Y $15.76 -71.57% +111.93% +183.50 1 Comment
rrg25 25.43 3/10/2008 7/17/2008 Underperform 3W $17.36 -74.19% +109.12% +183.31 0 Comment
sy1797 < 20 3/19/2007 3/23/2007 Underperform 3W $26.88 -83.34% +97.74% +181.08 2 Comments

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackDeutscheSec 86.68 7/16/2015 Outperform NS $15.71 -71.49% +22.94% -94.42 0 Comment
trackstephensinc 79.29 11/3/2014 Underperform NS $12.85 -65.14% +29.00% +94.14 0 Comment
TrackCreditSuiss 88.72 8/12/2014 Outperform NS $13.84 -67.62% +34.53% -102.15 0 Comment
TrackBMOCapital < 20 10/21/2013 Outperform NS $16.93 -73.53% +49.31% -122.84 0 Comment
TrackJimCramer 85.30 7/1/2013 Outperform 3W $18.31 -75.53% +61.42% -136.96 0 Comment
TrackJanney 85.07 5/14/2013 Outperform NS $16.61 -73.02% +59.14% -132.17 0 Comment
TrackCreditSuiss 88.72 3/6/2013 Outperform NS $16.50 +7.52% +13.89% -6.36 11/13/2013 @ $17.74 0 Comment
TrackJimCramer 85.30 3/1/2013 Underperform 3W $15.96 +29.19% +6.08% -23.11 7/1/2013 @ $20.62 0 Comment
TrackGoldmanSach 74.44 11/19/2012 Outperform NS $14.27 -68.61% +88.88% -157.50 0 Comment
TrackPoisedTo < 20 11/13/2012 Outperform 5Y $14.07 -68.15% +89.38% -157.53 0 Comment
TrackBMOCapital < 20 9/27/2012 Outperform NS $15.66 +34.11% +15.05% +19.06 5/31/2013 @ $21.00 0 Comment
TrackZacks < 20 9/27/2012 Outperform 3M $33.10 +2.24% -4.20% +6.44 11/12/2012 @ $33.84 1 Comment
TrackDeutscheSec 86.68 5/10/2012 Outperform NS $13.36 +30.34% +34.29% -3.95 1/8/2014 @ $17.41 0 Comment
TrackZacks < 20 3/16/2012 Outperform 3M $24.02 +17.82% -3.25% +21.07 5/9/2012 @ $28.30 1 Comment
TrackGoldmanSach 74.44 5/17/2011 Outperform 5Y $26.32 +7.83% +1.84% +5.99 7/13/2012 @ $28.38 1 Comment
TrackJimCramer 85.30 2/17/2011 Outperform 3W $20.76 +63.01% +13.30% +49.70 3/1/2013 @ $33.84 0 Comment
TrackZacks < 20 2/16/2011 Underperform 3M $20.88 -1.72% -1.90% -0.17 4/19/2011 @ $20.52 1 Comment
TrackDavidTepper 91.10 12/31/2010 Outperform NS $7.41 -39.50% +108.03% -147.53 0 Comment
TrackEdwardOwens 99.42 12/31/2010 Outperform NS $7.41 -39.50% +108.03% -147.53 0 Comment
TrackJohnKeeley < 20 12/31/2010 Outperform NS $7.41 -39.50% +133.01% -172.51 0 Comment
TrackJimCramer 85.30 4/29/2010 Underperform 3W $31.60 -34.30% +11.08% +45.39 2/18/2011 @ $20.76 0 Comment
TrackDreman 41.29 3/31/2010 Outperform NS $13.01 -65.56% +128.16% -193.73 0 Comment
TrackLazardCapit 75.75 11/6/2008 Underperform NS $13.82 -67.59% +188.87% +256.46 0 Comment
TrackZacks < 20 10/31/2008 Outperform 3M $43.72 -16.51% +13.36% -29.88 1/26/2010 @ $36.50 1 Comment
TrackCreditSuiss 88.72 10/24/2008 Outperform NS $37.98 +4.48% -3.15% +7.63 3/25/2009 @ $39.68 0 Comment
TrackJPMorgan 87.03 7/14/2008 Outperform NS $36.88 -14.86% -5.25% -9.61 4/30/2010 @ $31.40 0 Comment
TrackUBS 91.95 12/20/2007 Outperform NS $22.23 -79.85% +85.84% -165.69 0 Comment
TrackEveillard 95.94 9/30/2007 Outperform NS $21.43 -79.09% +78.86% -157.95 1 Comment
TrackBernstein 90.59 9/28/2007 Outperform NS $20.79 -78.45% +78.32% -156.77 0 Comment
TrackStifel 91.89 8/6/2007 Outperform NS $27.73 -49.56% +26.57% -76.13 2/12/2014 @ $13.99 0 Comment
TrackZacks < 20 5/18/2007 Outperform 3M $64.28 -37.93% -35.26% -2.67 10/20/2008 @ $39.90 1 Comment
TrackBearStearns < 20 3/5/2007 Outperform NS $63.99 -20.37% +8.57% -28.94 9/25/2007 @ $50.96 0 Comment
TrackAGEdwards < 20 11/9/2006 Outperform NS $56.68 +15.99% +10.83% +5.16 6/1/2007 @ $65.74 0 Comment
TrackTGMark 28.95 4/12/2006 Outperform 3W $75.38 -2.20% +2.92% -5.12 5/5/2006 @ $73.72 0 Comment
TrackJimCramer 85.30 3/29/2006 Outperform 3W $53.28 -40.69% -7.30% -33.39 4/29/2010 @ $31.60 0 Comment

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