Mission Produce Inc (AVO) is overvalued and Chefs' Warehouse Inc (CHEF) is overvalued.
Both trade above our estimate of their intrinsic value. AVO is the closer of the two: -80%, against -114% for CHEF.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 7.8% (average of 3 methods) values the shares at $7.05; the price of $12.66 is 80% above that value, and 81% of that value comes from beyond year five.
Leak Score 25/100 on 9 of 12 signals
Discounting its cash flows at 10.5% (average of 3 methods) values the shares at $50.69; the price of $108.36 is 114% above that value, and 73% of that value comes from beyond year five.
Leak Score 14/100 on 3 of 12 signals
| Metric | AVO | CHEF |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $12.66 | $108.36 |
| Intrinsic value | $7.05 | $50.69 |
| Margin of safety | -80% | -114% |
| Leak Score | 25/100 (9/12) | 14/100 (3/12) |
| Market cap | $1.1B | $4.4B |
| Revenue growth, 5 years | 10.0% | 30.1% |
| Operating margin | 3.8% | 4.1% |
| Net margin | 0.1% | 2.1% |
| Return on equity | 0.2% | 15.3% |
| Debt to equity | 0.68 | 1.46 |
| P/E | 369.1x | 51.5x |
| Forward P/E | 16.2x | 35.2x |
| P/B | 1.4x | 6.8x |