Is SunOpta Stock a Good Investment?
SunOpta Investment Advice | STKL |
- Examine SunOpta's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research SunOpta's leadership team and their track record. Good management can help SunOpta navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Packaged Foods & Meats space and any emerging trends that could impact SunOpta's business and its evolving consumer preferences.
- Compare SunOpta's performance and market position to its competitors. Analyze how SunOpta is positioned in terms of product offerings, innovation, and market share.
- Check if SunOpta pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about SunOpta's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in SunOpta stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if SunOpta is a good investment.
Sell | Buy |
Sell
Market Performance | Very Weak | Details | |
Volatility | Slightly risky | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine SunOpta Stock
Researching SunOpta's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 92.0% of the company shares are owned by institutional investors. The book value of SunOpta was at this time reported as 1.27. The company recorded a loss per share of 0.1. SunOpta had not issued any dividends in recent years.
To determine if SunOpta is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding SunOpta's research are outlined below:
| SunOpta generated a negative expected return over the last 90 days | |
| The company reported the previous year's revenue of 723.73 M. Net Loss for the year was (17.39 M) with profit before overhead, payroll, taxes, and interest of 117.42 M. | |
| SunOpta has a strong financial position based on the latest SEC filings | |
| Over 92.0% of the company shares are owned by institutional investors | |
| Latest headline from thelincolnianonline.com: SunOpta Reaches New 52-Week Low Heres Why |
SunOpta Quarterly Accounts Payable |
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SunOpta uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in SunOpta. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to SunOpta's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 6th of March 2024 Upcoming Quarterly Report | View | |
| 8th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 6th of March 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact SunOpta's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises SunOpta's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2024-08-07 | 2024-06-30 | 0.01 | 0.02 | 0.01 | 100 | ||
2024-05-08 | 2024-03-31 | 0.03 | 0.02 | -0.01 | 33 | ||
2019-08-07 | 2019-06-30 | -0.09 | -0.1 | -0.01 | 11 | ||
2016-11-09 | 2016-09-30 | 0.06 | 0.07 | 0.01 | 16 | ||
2016-05-10 | 2016-03-31 | 0.04 | 0.03 | -0.01 | 25 | ||
2015-11-10 | 2015-09-30 | 0.07 | 0.08 | 0.01 | 14 | ||
2013-05-07 | 2013-03-31 | 0.08 | 0.09 | 0.01 | 12 | ||
2012-08-09 | 2012-06-30 | 0.1 | 0.11 | 0.01 | 10 |
Know SunOpta's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as SunOpta is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading SunOpta backward and forwards among themselves. SunOpta's institutional investor refers to the entity that pools money to purchase SunOpta's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Thornburg Investment Management Inc | 2024-12-31 | 2.1 M | Pictet Asset Manangement Sa | 2024-12-31 | 2 M | Wynnefield Capital Inc | 2024-12-31 | 2 M | State Street Corp | 2024-12-31 | 1.9 M | Harbor Capital Advisors Inc | 2024-12-31 | 1.8 M | Royce & Associates, Lp | 2024-12-31 | 1.7 M | Portolan Capital Management, Llc | 2024-12-31 | 1.7 M | Blair William & Co | 2024-12-31 | 1.7 M | Woodline Partners Lp | 2024-12-31 | 1.5 M | Oaktree Capital Management Llc | 2024-12-31 | 20.7 M | Blackrock Inc | 2024-12-31 | 9 M |
SunOpta's market capitalization trends
The company currently falls under 'Small-Cap' category with a current market capitalization of 525.1 M.Market Cap |
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SunOpta's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.24) | (0.23) | |
| Return On Capital Employed | 0.01 | 0.02 | |
| Return On Assets | (0.24) | (0.22) | |
| Return On Equity | (1.15) | (1.09) |
Determining SunOpta's profitability involves analyzing its financial statements and using various financial metrics to determine if SunOpta is a good buy. For example, gross profit margin measures SunOpta's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of SunOpta's profitability and make more informed investment decisions.
SunOpta's Earnings Breakdown by Geography
Evaluate SunOpta's management efficiency
SunOpta has return on total asset (ROA) of 0.0382 % which means that it generated a profit of $0.0382 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of (0.0686) %, meaning that it created substantial loss on money invested by shareholders. SunOpta's management efficiency ratios could be used to measure how well SunOpta manages its routine affairs as well as how well it operates its assets and liabilities. Return On Capital Employed is expected to rise to 0.02 this year, although the value of Return On Tangible Assets are projected to rise to (0.23). At this time, SunOpta's Asset Turnover is quite stable compared to the past year.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 1.38 | 1.86 | |
| Tangible Book Value Per Share | 1.18 | 0.99 | |
| Enterprise Value Over EBITDA | 23.64 | 23.91 | |
| Price Book Value Ratio | 4.09 | 3.15 | |
| Enterprise Value Multiple | 23.64 | 23.91 | |
| Price Fair Value | 4.09 | 3.15 | |
| Enterprise Value | 428.4 M | 298.5 M |
Understanding the management dynamics of SunOpta allows us to gauge its ability to sustain growth and profitability. This comprehensive analysis aids in determining the stock's value.
Beta 1.833 |
Basic technical analysis of SunOpta Stock
As of the 4th of April, SunOpta has the Risk Adjusted Performance of (0.28), variance of 7.7, and Coefficient Of Variation of (347.42). In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of SunOpta, as well as the relationship between them. Please validate SunOpta market risk adjusted performance, information ratio, as well as the relationship between the Information Ratio and skewness to decide if SunOpta is priced more or less accurately, providing market reflects its prevalent price of 4.12 per share. Given that SunOpta has information ratio of (0.26), we advise you to double-check SunOpta's current market performance to make sure the company can sustain itself at a future point.SunOpta's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific SunOpta insiders, such as employees or executives, is commonly permitted as long as it does not rely on SunOpta's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases SunOpta insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
SunOpta's Outstanding Corporate Bonds
SunOpta issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. SunOpta uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most SunOpta bonds can be classified according to their maturity, which is the date when SunOpta has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Understand SunOpta's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing SunOpta's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.28) | |||
| Market Risk Adjusted Performance | (0.69) | |||
| Mean Deviation | 1.88 | |||
| Coefficient Of Variation | (347.42) | |||
| Standard Deviation | 2.77 | |||
| Variance | 7.7 | |||
| Information Ratio | (0.26) | |||
| Jensen Alpha | (0.70) | |||
| Total Risk Alpha | (0.54) | |||
| Treynor Ratio | (0.70) | |||
| Maximum Drawdown | 18.2 | |||
| Value At Risk | (6.17) | |||
| Potential Upside | 2.59 | |||
| Skewness | (2.10) | |||
| Kurtosis | 8.19 |
| Risk Adjusted Performance | (0.28) | |||
| Market Risk Adjusted Performance | (0.69) | |||
| Mean Deviation | 1.88 | |||
| Coefficient Of Variation | (347.42) | |||
| Standard Deviation | 2.77 | |||
| Variance | 7.7 | |||
| Information Ratio | (0.26) | |||
| Jensen Alpha | (0.70) | |||
| Total Risk Alpha | (0.54) | |||
| Treynor Ratio | (0.70) | |||
| Maximum Drawdown | 18.2 | |||
| Value At Risk | (6.17) | |||
| Potential Upside | 2.59 | |||
| Skewness | (2.10) | |||
| Kurtosis | 8.19 |
Consider SunOpta's intraday indicators
SunOpta intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of SunOpta stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 0.92 | |||
| Day Median Price | 4.12 | |||
| Day Typical Price | 4.12 | |||
| Price Action Indicator | (0.18) | |||
| Period Momentum Indicator | (0.36) | |||
| Relative Strength Index | 27.1 |
SunOpta Corporate Filings
F4 | 2nd of April 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 1st of April 2025 Other Reports | ViewVerify | |
| 13th of March 2025 Other Reports | ViewVerify | |
8K | 26th of February 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
SunOpta Stock media impact
Far too much social signal, news, headlines, and media speculation about SunOpta that are available to investors today. That information is available publicly through SunOpta media outlets and privately through word of mouth or via SunOpta internal channels. However, regardless of the origin, that massive amount of SunOpta data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of SunOpta news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of SunOpta relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to SunOpta's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive SunOpta alpha.
SunOpta Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards SunOpta can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
SunOpta Corporate Management
| Rob Duchscher | Chief Officer | Profile | |
| Christopher Whitehair | Senior Chain | Profile | |
| Michael Buick | VP Beverage | Profile | |
| Barend Reijn | VP Sourcing | Profile | |
| Jill JD | Chief Counsel | Profile | |
| Bryan Clark | Food RD | Profile |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in SunOpta. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in industry. For more information on how to buy SunOpta Stock please use our How to buy in SunOpta Stock guide.You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.
Is Packaged Foods & Meats space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of SunOpta. If investors know SunOpta will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about SunOpta listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 1.799 | Earnings Share (0.10) | Revenue Per Share | Quarterly Revenue Growth 0.088 | Return On Assets |
The market value of SunOpta is measured differently than its book value, which is the value of SunOpta that is recorded on the company's balance sheet. Investors also form their own opinion of SunOpta's value that differs from its market value or its book value, called intrinsic value, which is SunOpta's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because SunOpta's market value can be influenced by many factors that don't directly affect SunOpta's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between SunOpta's value and its price, as these two are different measures arrived at by various means. Investors typically determine if SunOpta is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SunOpta's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.