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Company Analysis

Treehouse Foods, Inc. THS

A comprehensive view of key metrics, scores, and financial health for Treehouse Foods, Inc.

Overview of TreeHouse Foods, Inc.

THS NYQ
Consumer Defensive Packaged Foods
TreeHouse Foods, Inc. (THS), in the Packaged Foods industry, about 302.4% undervalued vs fair value, -12.7% 1Y return.
-
-0.08%
As of Feb. 10, 2026
Previous close • Vol 90d: 39.8%
52-Week Range
Enterprise Value
$2.83B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.treehousefoods.com
HQ Oak Brook, IL
Employees 7,400
Fiscal year Dec 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$86
$98
$112
Current: $24.43 +302% vs base

Engine Room Money Flow™

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$3.4B
-2.3%%
Gross Profit
$548.4M
-4.8%%
Operating Income
$148.5M
-1.9%%
Net Income
$26.9M
-49.3%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
468.8%
Excellent

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$150.6M
119.4% of FCF

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
4
Active Leaks
3/4
Improving
1
High Impact
0
Critical
Locked Leak
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Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Treehouse Foods, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
52
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
56
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 92% Coverage
Trade-Off Triangle Visualization A ternary plot showing THS's balance between Growth (26.3%), Profitability (33.9%), and Safety (39.8%). Growth 26% Safety 40% Profitability 34%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

38th percentile vs peers
39
Key Signals
Revenue CAGR 3Y 6.0% 61p Rev Growth YoY -2.3% 28p EPS Growth YoY -45.7% 25p
Strengths
  • Debt/Fcf Ratio in top 20% of peers (12.44, 86th percentile)
  • Conservative leverage compared to industry peers
Risks
  • Growth below peer median (percentile: 38)

Profitability

50th percentile vs peers
50
Key Signals
Strengths
Risks
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Safety

58th percentile vs peers
59
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Treehouse Foods, Inc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$98.30
- - -
+302.4% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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