DEL Monte
DMC on NYSE. Fresh Del Monte sells fresh fruit and vegetables to grocery stores and distributors. Market value $1.4bn.
Price checks use the past 12 months to June 2026. Quality checks use five annual reports, the latest for the year to December 2025.
Recent profit includes a one-time gain, so we price the company excluding that gain.
Should I look at this?
Not a fit for our list right now
Why it could be worth it
What to watch out for
See Everyday goods stocks that passed both tests
This is not advice. Check the numbers below.
For every $100 of what the whole company costs, it produced $6.96 of spare cash in the past 12 months. A savings account pays about $4.
You pay 12.0 years of operating profit for the business. The average large US company costs around 18.
Each dollar kept in the business earns 5 cents a year. Above 10 is good.
Quality score: 53 of 100. Price score: 100 of 100. Our list needs 70 on quality and 60 on price.
$29.70 a share, 12% above its 1-year low
Over the past year the price has ranged from $26.47 to $43.58.
Dividend: 4.1% a year
Paid every year for at least 5 years
Payouts have jumped around in recent years, so this may not repeat.
Prices from Tuesday’s close (6 October).
Five years of cash, in billions
Spare cash swings from quarter to quarter here: $98 million in the past 12 months, $181 million in the year to December 2025.
| Revenue | |||||
| Revenue | $4.3bn | $4.4bn | $4.3bn | $4.3bn | $4.3bn |
| Operating margin | |||||
| Operating margin | 2.6% | 3.5% | 1.4% | 4.6% | 3.2% |
| Debt to equity | |||||
| Debt to equity | 0.29 | 0.29 | 0.21 | 0.13 | 0.09 |
| Shares outstanding | |||||
| Shares outstanding | 0.05bn | 0.05bn | 0.05bn | 0.05bn | 0.05bn |
Health checks
- Free cash flow positive5 of 5 years
- Accounting looks honest (Beneish)Nothing unusual
- Financial strength (Piotroski)9 of 9
- Profit backed by cash (accruals)Yes
- Debt0.09× equity
- Revenue growth, five yearsSlow, 0.6% a year
- Buying back its own sharesRoughly flat
The quarter to June 2026
How the business did, compared with the same quarter a year earlier.
- Sales: $1.2 billion last quarter, about the same as a year ago.
- Profit: $21 million, down 63% on a year ago.
- It keeps 2 cents of each $1 of sales as operating profit, down from 5 cents a year earlier.
- Spare cash over the past 12 months: $98 million, down from $145 million.
- 1% fewer shares than a year ago. Each share owns a bit more of the company.
- Debt is $397 million more than cash, up from $121 million a year ago.
- Sales grew on a year ago in 3 of the last 4 quarters.
| Quarter to | Amount |
|---|---|
| September 2024 | $1.0bn |
| December 2024 | $1.0bn |
| March 2025 | $1.1bn |
| June 2025 | $1.2bn |
| September 2025 | $1.0bn |
| December 2025 | $1.0bn |
| March 2026 | $1.0bn |
| June 2026 | $1.2bn |
| Quarter to | Amount |
|---|---|
| September 2024 | $42m |
| December 2024 | $20m |
| March 2025 | $31m |
| June 2025 | $57m |
| September 2025 | -$29m |
| December 2025 | $32m |
| March 2026 | $10m |
| June 2026 | $21m |
From the company's quarterly reports to the SEC.
Dates
- Next results (estimated)
- n/a
- Last annual report (10-K)
- 19 February 2026
- Next quarterly (estimated, 10-Q)
- 30 October 2026
Who owns it
3 long-term investors we follow own it, down from 4 last quarter. 226 funds in all.
- LSV Asset ManagementJosef Lakonishok
- Value
- $48m
- Share of fund
- <0.1%
| Fund | Value | Share of that fund | Change |
|---|---|---|---|
| LSV Asset ManagementJosef Lakonishok | $48m | <0.1% | |
| Royce & AssociatesChuck Royce | $2m | <0.1% | Added |
| Gotham Asset ManagementJoel Greenblatt | $435,368 | <0.1% | Cut |
Sold out this quarter
- GMOJeremy GranthamSold out
Largest holders overall
- BlackRock$153m
- Dimensional Fund Advisors LP$93m
- Vanguard Portfolio Management$78mCut
- LSV Asset Management$48m
- Vanguard Capital Management$46m
- American Century Companies$44mCut
- State Street$39mAdded
- First Trust Advisors LP$36mAdded
- Wasatch Advisors LP$32mCut
- Invesco$28mAdded
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
2 investors own more than 5%.
- BlackRock, Inc.Passive investor11.0%Since 30 June 2025
- Vanguard Portfolio ManagementPassive investor6.1%Since 31 March 2026
- The Vanguard GroupPassive investorSold down below 5%Since 13 March 2026
| Holder | Stake | Since | |
|---|---|---|---|
BlackRock, Inc. Passive investor | 11.0% | 30 June 2025 | |
Vanguard Portfolio Management Passive investor | 6.1% | 31 March 2026 | |
The Vanguard Group Passive investor | Sold down below 5% | 13 March 2026 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 2 insiders bought $476,345 of shares on the open market. 10 sold $3m, $1m of it under preset trading plans.
- Dumas DannySVP, NA Sales, Mkt & Prd MgmtSold
- Date
- 8 September 2026
- Shares
- 245
- Price
- $32.03
- Value
- $7,847
- Abbas MohammedPresident & COOBought
- Date
- 4 August 2026
- Shares
- 12,000
- Price
- $29.89
- Value
- $358,705
- Abu-Ghazaleh AhmadDirectorBought
- Date
- 11 June 2026
- Shares
- 4,000
- Price
- $29.41
- Value
- $117,640
- Pelaez Reyes JorgeSVP, Central AmericaSold
- Date
- 28 May 2026
- Shares
- 2,622
- Price
- $33.19
- Value
- $87,024
- Tenazas Marissa RSVP, CHROSold
- Date
- 2 April 2026
- Shares
- 1,046
- Price
- $40.40
- Value
- $42,258
- SILVA EFFIE DSVP, General Counsel & SecySold
- Date
- 9 March 2026
- Shares
- 5,894
- Price
- $41.94
- Value
- $247,194
- Nabulsi ZiadSVP, North American OperationsSold
- Date
- 6 March 2026
- Shares
- 7,395
- Price
- $42.01
- Value
- $310,664
- Renino GianpaoloSVP Europe & AfricaSold
- Date
- 6 March 2026
- Shares
- 6,297
- Price
- $41.46
- Value
- $261,074
- SILVA EFFIE DSVP, General Counsel & SecySold
- Date
- 4 March 2026
- Shares
- 1,072
- Price
- $42.28
- Value
- $45,324
- VICENTE MONICASVP, Chief Financial OfficerSold
- Date
- 4 March 2026
- Shares
- 1,260
- Price
- $42.28
- Value
- $53,273
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 8 September 2026 | Dumas Danny SVP, NA Sales, Mkt & Prd Mgmt | Sold | 245 | $32.03 | $7,847 |
| 4 August 2026 | Abbas Mohammed President & COO | Bought | 12,000 | $29.89 | $358,705 |
| 11 June 2026 | Abu-Ghazaleh Ahmad Director | Bought | 4,000 | $29.41 | $117,640 |
| 28 May 2026 | Pelaez Reyes Jorge SVP, Central America | Sold | 2,622 | $33.19 | $87,024 |
| 2 April 2026 | Tenazas Marissa R SVP, CHRO | Sold | 1,046 | $40.40 | $42,258 |
| 9 March 2026 | SILVA EFFIE D SVP, General Counsel & Secy | Sold | 5,894 | $41.94 | $247,194 |
| 6 March 2026 | Nabulsi Ziad SVP, North American Operations | Sold | 7,395 | $42.01 | $310,664 |
| 6 March 2026 | Renino Gianpaolo SVP Europe & Africa | Sold | 6,297 | $41.46 | $261,074 |
| 4 March 2026 | SILVA EFFIE D SVP, General Counsel & Secy | Sold | 1,072 | $42.28 | $45,324 |
| 4 March 2026 | VICENTE MONICA SVP, Chief Financial Officer | Sold | 1,260 | $42.28 | $53,273 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
None of the warning signs we check for were found.
We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.
We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 19 Feb 2026, plus the 10-Q filed 31 Jul 2026 and 6 later 8-Ks.
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
What could go wrong
- Sales have barely grown: 0.6% a year.
Whether the price already reflects the risks is what the deep dive is for.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.