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1. Company Snapshot

1.a. Company Description

Cranswick plc manufactures and supplies food products to grocery retailers, food service sector, and other food producers in the United Kingdom, Continental Europe, and internationally.The company offers fresh pork, gourmet bacon and gammon, fresh and coated chicken, ready to eat chicken, charcuterie, houmous and dips, and olives and antipasti, gourmet sausages, cooked meats, gourmet pastries, and ingredients, as well as cheeses and pasta.It also offers snacks and sharing boxes under the Bodega brand; olives, olive oil, and pulses under the Cypressa brand; Mediterranean foods under the Ramona's Kitchen brand name; and pet food and supplies under the Vitalin and Alpha Feeds, as well as operates export business.


The company was incorporated in 1972 and is based in Hessle, the United Kingdom.

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1.b. Last Insights on CWK

Cranswick's recent performance was negatively impacted by a pig farm abuse scandal, which led to supermarkets suspending supplies from one of its farms. The company's annual report revealed a £4.6m pay package for its CEO, Adam Couch, amidst the controversy. Additionally, a review of the company's animal welfare practices is ongoing, but the recent suspension of supplies by Tesco and Asda has likely hurt its short-term prospects.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Is Cranswick plc (LON:CWK) Trading At A 28% Discount?

Sep -15

Source:

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Form 8.3 - IQE Plc

Sep -09

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Taylor Wimpey (LSE:TW.): A Fresh Look at Valuation After a Year of Share Price Pressure

Sep -09

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Sep -09

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HSBC sees gradual unwinding of OPEC+ voluntary cuts over next year

Sep -09

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HSBC HOLDINGS PLC ANNOUNCES RESULTS OF ITS TENDER OFFERS FOR FOUR SERIES OF NOTES

Sep -09

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Form 8.3 - UNITE GROUP PLC

Sep -09

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (4.02%)

6. Segments

Food

Expected Growth: 4%

Cranswick plc's 4% growth in Food segment is driven by increasing demand for premium and convenience products, expansion into new markets, and strategic acquisitions. Additionally, investments in operational efficiency and product innovation have improved margins, while a strong supply chain and partnerships with major retailers have ensured consistent delivery and growth.

Other

Expected Growth: 6%

Cranswick plc's 6% growth in 'Other' segment is driven by increasing demand for premium and convenience products, expansion into new markets, and strategic acquisitions. Additionally, investments in operational efficiency and supply chain improvements have enhanced productivity, contributing to the segment's growth.

7. Detailed Products

Pork

Cranswick plc is a leading producer of high-quality pork products, including fresh pork, sausages, and bacon.

Poultry

Cranswick plc offers a range of poultry products, including chicken, turkey, and duck, in various formats such as whole birds, portions, and value-added products.

Canned Meats

Cranswick plc produces a variety of canned meats, including corned beef, ham, and chicken, for distribution to retailers and food manufacturers.

Bacon and Gammon

Cranswick plc is a leading supplier of bacon and gammon products, including smoked, cured, and cooked options.

Sausages

Cranswick plc offers a range of sausage products, including pork, beef, and chicken sausages, in various flavors and formats.

Cooked Meats

Cranswick plc produces a variety of cooked meats, including ham, turkey, and roast beef, for distribution to retailers and food manufacturers.

8. Cranswick plc's Porter Forces

Forces Ranking

Threat Of Substitutes

Cranswick plc operates in the meat processing industry, where substitutes are limited. However, there is a growing trend towards plant-based meat alternatives, which could pose a threat to the company's sales.

Bargaining Power Of Customers

Cranswick plc's customers are primarily large retailers and wholesalers, who have limited bargaining power due to the company's strong market position and diversified customer base.

Bargaining Power Of Suppliers

Cranswick plc relies on a network of farmers and suppliers for its raw materials. While the company has some bargaining power due to its scale, suppliers can still exert some pressure on prices and quality.

Threat Of New Entrants

The meat processing industry has high barriers to entry, including significant capital requirements and regulatory hurdles. This limits the threat of new entrants to Cranswick plc's market share.

Intensity Of Rivalry

The meat processing industry is highly competitive, with several established players competing for market share. Cranswick plc faces intense rivalry from companies such as ABP Food Group and Dawn Meats.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 4.64%
Debt Cost 6.08%
Equity Weight 95.36%
Equity Cost 6.08%
WACC 6.08%
Leverage 4.87%

11. Quality Control: Cranswick plc passed 7 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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Ebro Foods

A-Score: 7.0/10

Value: 6.1

Growth: 5.0

Quality: 5.1

Yield: 8.1

Momentum: 8.0

Volatility: 10.0

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LDC

A-Score: 6.2/10

Value: 7.4

Growth: 2.2

Quality: 6.7

Yield: 3.8

Momentum: 9.0

Volatility: 8.3

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Cranswick

A-Score: 5.5/10

Value: 4.4

Growth: 6.7

Quality: 5.2

Yield: 3.1

Momentum: 4.0

Volatility: 9.7

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Lerøy Seafood

A-Score: 5.0/10

Value: 4.3

Growth: 4.7

Quality: 3.2

Yield: 6.9

Momentum: 4.0

Volatility: 7.0

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Südzucker

A-Score: 4.9/10

Value: 7.8

Growth: 5.0

Quality: 2.8

Yield: 3.8

Momentum: 1.0

Volatility: 9.0

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AAK

A-Score: 4.8/10

Value: 5.1

Growth: 7.4

Quality: 5.8

Yield: 3.1

Momentum: 0.5

Volatility: 6.7

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

50.9$

Current Price

50.9$

Potential

-0.00%

Expected Cash-Flows