Mission Produce Inc vs Sysco Corp

Mission Produce Inc (AVO) is overvalued and Sysco Corp (SYY) is fairly valued.

Both trade above our estimate of their intrinsic value. SYY is the closer of the two: -4%, against -80% for AVO.

Values as of the 22 Sept 2026 close.

Mission Produce Inc (AVO)

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

Sysco Corp (SYY)

Discounting its cash flows at 7.9% (average of 3 methods) values the shares at $75.42; the price of $78.67 is 4% above that value, and 80% of that value comes from beyond year five.

Leak Score 58/100 on 10 of 12 signals

MetricAVOSYY
VerdictOvervaluedFairly valued
Price$12.66$78.67
Intrinsic value$7.05$75.42
Margin of safety-80%-4%
Leak Score25/100 (9/12)58/100 (10/12)
Market cap$1.1B$38.7B
Revenue growth, 5 years10.0%10.5%
Operating margin3.8%4.2%
Net margin0.1%2.1%
Return on equity0.2%78.1%
Debt to equity0.685.61
P/E369.1x21.5x
Forward P/E16.2x14.6x
P/B1.4x14.1x
Dividend yield2.8%

All stocks in Food Distribution