Three under-the-radar US small-caps - Vital Farms, Inc.
6 months ago
Kroker Equity Research
"VITL (overview): Ethical pasture-raised egg company (93-95% of rev) with 28.5% sales growth to $606.3M in 2024, doubling net income to $53.4M. Expanding distribution (24k stores), healthy margins (37.9%), targeting $1B revenue by 2027. Rich valuation (30x P/E) but strong runway with only 9% household penetration. Risk: product concentration, premium pricing."
Sentiment
neutral
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Three under-the-radar US small-caps - Vital Farms, Inc.
Source:
Kroker Equity Research
Published:
June 19, 2025
Idea Type:
Stock Idea