Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
SENEA
Strong BuyREMOVESeneca Foods Corporation · Consumer Defensive · United States · $1.4B · Avg Vol: $19M/d
While Seneca Foods is a defensive play with active buybacks, the thesis is overly reliant on a generic 'takeover target' narrative rather than a powerful macro tailwind or structural growth story that meets our high-conviction criteria for a concentrated book.
COMPANY DESCRIPTION
Seneca Foods Corporation is a major North American processor and distributor of packaged fruits and vegetables, serving retail, foodservice, and industrial customers. The company utilizes well-known brands like Libby's and licensed Green Giant products, alongside extensive private label and co-packing operations. Its competitive strength lies in its widespread distribution network, established grower relationships, and significant processing scale.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 1.5B | 1.5B | 1.6B | 1.7B | 3.2% | 1.8B | 1.9B | 1.9B | 8.0% |
| EPS | 5.28 | 1.19 | 8.64 | 5.95 | 16.88 | 33.7% | 17.30 | 14.07 | 14.82 | -6.3% |
| Shares | — | 7.6M | 7.1M | 6.9M | 6.8M | -11.1% | 5.2M | — | — | — |
| Debt | — | 492.5M | 650.8M | 374.8M | 282.4M | -16.9% | 240.2M | — | — | — |
| Equity | — | 554.8M | 582.9M | 633.0M | 756.2M | 10.9% | — | — | — | — |
| Op CF | — | -212.8M | -83.0M | 335.5M | 224.5M | -33.1% | 279.9M | — | — | — |
| Inv CF | — | -64.9M | -47.2M | -34.8M | -106.4M | — | — | — | — | — |
| Fin CF | — | 279.0M | 129.8M | -262.1M | -118.6M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of SENEA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| SENEA | Seneca Foods Corporation(you) | $1.4B | 100 | Strong Buy |
| CENTA | Central Garden & Pet Company | $2.4B | 87 | Strong Buy |
| HLF | Herbalife Ltd. | $1.3B | 70 | Buy |
| BRBR | BellRing Brands, Inc. | $1.2B | 62 | Hold |
| JBSS | John B. Sanfilippo & Son, Inc. | $873M | 55 | Hold |
| JJSF | J&J Snack Foods Corp. | $1.7B | 49 | Hold |
| FLO | Flowers Foods, Inc. | $1.5B | 45 | Hold |
| SFD | Smithfield Foods, Inc. | $8.6B | 76 | Buy |
| MZTI | The Marzetti Company | $3.1B | 55 | Hold |
| LW | Lamb Weston Holdings, Inc. | $7.6B | 66 | Buy |
Peer medians: ROE 12.1% · P/E 22.1x · Gross margin 36.2%