Fast-Moving Consumer GoodsFood and BeverageManufacturingSnack Food
Description
Lotus Bakeries NV (Lotus Bakeries) operates in the consumer packaged goods industry.
Business Segments
The company operates through Grocery Products, Food Service Products, Export Markets, and Innovative Products segments.
Grocery Products
This s…
Analysis
Hope premium
Lotus Bakeries NV carries what we call a hope premium: an average business trading at an ambitious price. One caution: reported profits have recently run ahead of actual cash, which we track closely.
The price is expensive. You pay 102.9× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone. At today's price, the market is assuming roughly 28% yearly growth; analysts expect 10%. The market is pricing in far more than analysts expect: heroic expectations.
The trajectory is solid and the balance sheet is sturdy. The company scores 14/20 on our value-creation score: strong value creator. Analyst sentiment is cautious.
What to watch: Some accounting patterns deserve a closer look. Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.
360° rank · history
1007550250
Jan 202338
59
2023202420252026
All-time high
65
Mar 2026
All-time low
26
Jan 2025
Average rank
50
across all years
Detailed & Historical Ranks
Deep dive into 15 detailed ranks and 3 years of history.
Current202520242023
Price/Sales
5
1
3
3
Price/Earnings
3
1
1
7
Price/Book
1
1
1
1
Dividend Yield
24
8
8
8
Value (overall)
1
1
1
1
Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.