KHC

This article discusses the valuation of Kraft Heinz after the new CEO paused the company split and announced a US$600 million investment program. It mentions that the market has been weak on the stock, but the most followed narrative sees the company as trading at a discount. The fair value is estimated at $27.13, while the last close was $23.95. The article highlights the risks and rewards of investing in KHC.

The article provides a deep dive into Kraft Heinz, analyzing its history, the merger between Kraft and Heinz, the post-merger challenges, and the current situation. The author performs a DCF valuation and concludes that the company is slightly undervalued at the current price. The author believes the company is suitable for risk-averse investors focused on dividends.