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COLD

BEARISH
$12.83 Live
Americold Realty Trust, Inc. · NYSE
Target $14.59 (+13.7%)
$10.1 52W Range $20.26

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 25, 2026
Market cap
$3.68B
P/E
N/A
ROE
-3.7%
Profit margin
-4.4%
Debt/Equity
1.54
Dividend yield
7.17%

AI Analysis

AI-powered fundamental assessment

Confidence
95%
Americold Realty Trust (COLD) exhibits severe financial distress, highlighted by a weak Piotroski F-Score of 2/9 and a critical liquidity position with a current ratio of 0.32. The company's dividend is fundamentally unsustainable, with a payout ratio of 763.64% against negative profit margins. Earnings performance is dismal, with zero beats in the last four quarters and a massive negative surprise average. Despite a high nominal dividend yield, the combination of negative growth, bearish insider sentiment, and a 0/100 technical trend suggests significant downside risk.

Key Strengths

Global scale with 231 temperature-controlled warehouses
Specialized industrial REIT niche with high barriers to entry
Relatively low Price-to-Book ratio of 1.27
High nominal dividend yield of 7.17%
Analyst target price ($14.59) suggests some perceived recovery potential

Key Risks

Extreme liquidity risk indicated by a current ratio of 0.32
Unsustainable dividend payout ratio (763.64%)
Consistent failure to meet earnings estimates (0/4 beats in last 4 quarters)
Negative profitability with a profit margin of -4.41% and negative ROE
Severe valuation disconnect with a Forward P/E of 171.07 and PEG of 5.84
AI Fair Value Estimate
Based on comprehensive analysis
$11.2
-12.7% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
19
Weak
Value
30
Future
15
Past
20
Health
10
Dividend
20
AI Verdict
High Risk / Distressed
Key drivers: Piotroski F-Score 2/9, Unsustainable Payout Ratio, Negative Profitability, Poor Earnings Track Record
Confidence
90%
Value
30/100

Ref P/E, PEG, Price/Book

Positives
  • P/B ratio of 1.27 is near book value
Watchpoints
  • Forward P/E of 171.07 is excessive
  • PEG ratio of 5.84 indicates extreme overvaluation relative to growth
Future
15/100

Ref Growth rates

Positives
No standout positives identified.
Watchpoints
  • Negative YoY revenue growth (-1.20%)
  • Catastrophic YoY EPS growth (-542.9%)
Past
20/100

Ref Historical trends

Positives
No standout positives identified.
Watchpoints
  • 5-year price change of -60.6%
  • Consistent earnings misses over the last 4 quarters
Health
10/100

Ref Piotroski F-Score, Current Ratio

Positives
No standout positives identified.
Watchpoints
  • Piotroski F-Score 2/9 (Weak)
  • Current Ratio 0.32 (Severe liquidity shortage)
  • Debt/Equity 1.54
Dividend
20/100

Ref Yield, Payout

Positives
  • High yield of 7.17%
Watchpoints
  • Payout ratio of 763.64% is mathematically unsustainable

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$12.83
Analyst Target
$14.59
Upside/Downside
+13.7%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for COLD and closest competitors.

Updated 2026-04-24
COL
Americold Realty Trust, Inc.
Primary
5Y
-60.6%
3Y
-49.4%
1Y
-31.7%
6M
-2.8%
1M
+15.8%
1W
+0.2%
BNL
Broadstone Net Lease, Inc.
Peer
5Y
+35.3%
3Y
+30.8%
1Y
+25.2%
6M
+20.6%
1M
+7.7%
1W
-1.0%
CDP
COPT Defense Properties
Peer
5Y
+41.2%
3Y
+65.8%
1Y
+26.5%
6M
+15.6%
1M
+3.3%
1W
-1.2%
BXM
Blackstone Mortgage Trust, Inc.
Peer
5Y
+3.0%
3Y
+64.7%
1Y
+18.5%
6M
+14.8%
1M
+8.3%
1W
-0.7%
NMR
Newmark Group, Inc.
Peer
5Y
+56.5%
3Y
+153.0%
1Y
+48.1%
6M
-11.9%
1M
+9.1%
1W
+7.4%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
N/A
Forward P/E
171.07
PEG Ratio
5.84
P/B Ratio
1.27
P/S Ratio
1.41
EV/Revenue
3.1
EV/EBITDA
14.62
Market Cap
$3.68B

Profitability

Profit margins and return metrics

Profit Margin -4.41%
Operating Margin 7.87%
Gross Margin 32.21%
ROE -3.7%
ROA 1.44%

Growth

Revenue and earnings growth rates

Revenue Growth -1.2%
Earnings Growth N/A
Q/Q Revenue Growth -1.2%
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
1.54
High debt
Current Ratio
0.32
Weak
Quick Ratio
0.3
Poor
Cash/Share
$0.49

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.7B
Gross Margin
32.9%
Op. Margin
8.3%
Net Margin
-13.4%
Total Assets
$8.1B
Liabilities
$5.2B
Equity
$2.9B
Debt/Equity
1.80x
Operating CF
$0.1B
CapEx
$-0.1B
Free Cash Flow
$-0.0B
FCF Yield
-9%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-07
$N/A
2026-02-19
$-0.31
-635.1% surprise
2025-11-06
$-0.04
-204.8% surprise
2025-08-07
$0.04
-60.9% surprise

Real Estate Sector Comparison

Comparing COLD against 128 companies in the Real Estate sector (5 bullish, 22 neutral, 101 bearish)
Return on Equity (ROE)
-3.7%
This Stock
vs
-45.04%
Sector Avg
-91.8% (Below Avg)
Profit Margin
-4.41%
This Stock
vs
9.23%
Sector Avg
-147.7% (Weaker)
Debt to Equity
1.54
This Stock
vs
2.76
Sector Avg
-44.1% (Less Debt)
Revenue Growth
-1.2%
This Stock
vs
21748.67%
Sector Avg
-100.0% (Slower)
Current Ratio
0.32
This Stock
vs
9.53
Sector Avg
-96.6% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

HARRIS ROBERT E.
Officer
Sell
2026-03-16
665 shares · $7,579
WINNALL RICHARD CHARLES
Officer
Stock Award
2026-03-13
4,667 shares
HARRIS ROBERT E.
Officer
Stock Award
2026-03-13
1,949 shares
WINNALL RICHARD CHARLES
Officer
Stock Award
2026-03-06
6,500 shares
HARRIS ROBERT E.
Officer
Sell
2026-03-06
887 shares · $10,619
HARRIS ROBERT E.
Officer
Stock Award
2026-03-06
2,426 shares
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

DEF 14A
DEF 14A
2026-04-08

COLD filed a Definitive Proxy Statement (DEF 14A) on April 8, 2026, providing shareholders with necessary information and voting materials for an upcoming meeting.

10-K
10-K
2026-02-26

Americold Realty Trust (COLD) operates a global network of 231 temperature-controlled warehouses totaling approximately 1.4 billion cubic feet across North America, Europe, Asia-Pacific, and South America. The company faces significant risks from industry and geographic concentration, inflationary pressures, and potential labor shortages or work stoppages. Additionally, operations are susceptible to supply chain disruptions and macroeconomic volatility, including trade disputes and tariffs.

8-K
8-K
2026-02-19

Lineage, Inc. (COLD) filed an 8-K on February 19, 2026, likely to announce its fourth quarter and full-year financial results.

8-K
8-K
2026-01-26

Lineage, Inc. (COLD) filed an 8-K, likely to announce its financial results for the preceding period.

8-K
8-K
2025-12-22
8-K
8-K
2025-12-22
8-K
8-K
2025-12-09
10-Q
10-Q
2025-11-06

For the nine months ended September 30, 2025, COLD reported net cash provided by operating activities of $229.4 million, a decrease from $249.3 million in 2024 due to lower segment contribution and costs associated with Project Orion and a cyber incident. The company significantly increased investing activities to $511.2 million, primarily driven by $434.5 million in property and equipment expansions. Key financial risks include non-routine expenses stemming from acquisitions and cybersecurity events.

8-K
8-K
2025-11-06

Lineage, Inc. (COLD) filed an 8-K on November 6, 2025, likely to announce its third-quarter financial results.

8-K
8-K
2025-09-08
8-K
8-K
2025-08-25
8-K
8-K
2025-08-07
10-Q
10-Q
2025-08-07
8-K
8-K
2025-06-23
8-K
8-K
2025-06-02
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
HOLD
17 analysts
Piper Sandler
2026-04-01
init
Neutral
Compass Point
2026-03-18
init
Buy
Wells Fargo
2026-03-02
Maintains
Equal-Weight Equal-Weight
Citigroup
2026-02-25
Maintains
Neutral Neutral
Evercore ISI Group
2026-02-20
Maintains
In-Line In-Line
Barclays
2026-01-13
Maintains
Overweight Overweight
Scotiabank
2026-01-09
Maintains
Sector Perform Sector Perform
UBS
2026-01-08
Maintains
Neutral Neutral
Truist Securities
2025-12-24
Maintains
Buy Buy
Evercore ISI Group
2025-12-22
Maintains
In-Line In-Line

Past News Coverage

Recent headlines mentioning COLD from our newsroom.

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