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The Middleby Corporation (MIDD) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

The Middleby Corporation

MIDDMarket cap $4.79BPrice $105.9

Country🇺🇸United States

SectorIndustrials

IndustryMachinery

Manufactures commercial kitchen equipment, from ovens to ice machines, powering restaurants, hotels, and food processors worldwide. Chances are your favorite chain's fries or soft-serve came from a Middleby-built machine somewhere behind the counter.

In Bastion Portfolios?

52W Return-21%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)-7%1

Revenue Forecast

Rev CAGR (1y)-22%1

Rev CAGR (3y)-5%1

Rev CAGR (5y)-1%1

Earnings Forecast

EPS Growth Y+10%5

EPS Growth Y+2+10%7

EPS Growth Y+3+10%7

Quality

Margins

EBIT Margin18%7

Net Income Margin-14%1

Free Cash Flow Margin14%7

Debt

Net Debt/EBITDA2.53

Efficiency

ROE11%5

ROA-7%1

Earnings Stability22

GEAR+VERY WEAK8

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)156

P/E Ratio (Forward 3y)136

P/BV2.26

EV Multiples

EV/EBITDA Fwd115

EV/EBIT Fwd137

Yield

Free Cash Flow Yield10.1%9

Dividend Yieldna–

Momentum

Short term

1 month return-5%5

3 month return-24%1

YTD return-11%3

Mid term

Price vs 52wHigh71%4

1 year return-4%4

Long term

3 year return+6%3

5 year return-24%2

Risk Shield

Price Risk

Beta1.13

Volatility34%6

Free Cash Flow

Free Cash Flow Margin14%7

Free Cash Flow Yield10.1%9

Quality

ROCE11%6

Earnings Stability22

Net Debt/EBITDA2.53

02Growth

Is it actually growing, and how fast?

MIDDThe Middleby

Revenue FY26$3.2B

GROWTH RATING↗

VERY WEAK3 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-7%1

Revenue, next 1Y-22%1

Revenue, next 3Y, CAGR-5%1

Revenue, next 5Y, CAGR-1%1

EARNINGS FORECAST▾SCORE

EPS growth, FY27E0%5

EPS growth, FY28E+10%7

EPS growth, FY29E+10%7

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 97% of companies worldwide.

Revenue fell 7%/yr over the last 3 years, behind 90% of companies worldwide.1/10

Revenue is set to shrink 5%/yr over the next 3 years, behind most of the market.1/10

Revenue fell 7%/yr over the last 3 years and is set to keep shrinking around 5%/yr.

Over five years revenue is set to shrink 0.8%/yr, behind 90% of companies worldwide.1/10

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is still shrinking. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY WEAK14 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return-24%1

YTD return-11%3

MID & LONG-TERM▾SCORE

% of 52-week high71%4

1-year return-4%4

3-year return+6%3

5-year return-24%2

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

It's down 4% over the past year, now 29% below its 52-week high. That is a touch behind the market.

Returns sit at the market level over the past month (-5%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+5.8% over three years and -24% over five), behind 70% of the market.

The stock is underperforming over three months (-24%) and so far this year (-11%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on The Middleby Corporation. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

MIDDThe Middleby

Revenue FY26$3.2B

GROWTH RATING↗

VERY WEAK3 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-7%1

Revenue, next 1Y-22%1

Revenue, next 3Y, CAGR-5%1

Revenue, next 5Y, CAGR-1%1

EARNINGS FORECAST▾SCORE

EPS growth, FY27E0%5

EPS growth, FY28E+10%7

EPS growth, FY29E+10%7

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 97% of companies worldwide.

Revenue fell 7%/yr over the last 3 years, behind 90% of companies worldwide.1/10

Revenue is set to shrink 5%/yr over the next 3 years, behind most of the market.1/10

Revenue fell 7%/yr over the last 3 years and is set to keep shrinking around 5%/yr.

Over five years revenue is set to shrink 0.8%/yr, behind 90% of companies worldwide.1/10

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is still shrinking. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY WEAK14 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return-24%1

YTD return-11%3

MID & LONG-TERM▾SCORE

% of 52-week high71%4

1-year return-4%4

3-year return+6%3

5-year return-24%2

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

It's down 4% over the past year, now 29% below its 52-week high. That is a touch behind the market.

Returns sit at the market level over the past month (-5%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+5.8% over three years and -24% over five), behind 70% of the market.

The stock is underperforming over three months (-24%) and so far this year (-11%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on The Middleby Corporation. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community