Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (78350)	10/27/2025 8:38:18 AM
From: Elroy	Read Replies (4) \| Respond to of 78423

Curious what you think about BGS these days? I haven't owned it for a while, but I just looked at their previous Q2 2025 results. EBITDA (adjuested for a loss on a divestiture) is about $60m, so perhaps BGS does (at least) $220m EBITDA per year? Market cap only $360m, so market cap = 1.6x EBITDA. Cheap. They still have about $1.9 billion long term debt, but they also pay a 76 cents per year dividend (not bad for a $4.50 stock). They've got about $16m per year in (non-cash) depreciation, any idea why? Food processing plants, or something like that? That depreciation makes the net income number look a lot worse than the cash flow number, and cash flows are perhaps more important (although net income would be nice!). I was looking at GIS and it seems to be in a downward spiral, I was trying to find a large blue chip food company that's doing well rather than these turkeys.