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20.8 (1y: +37%)
Market Cap 2.43 B P/E(ttm) 83.50
Enterprise Value 6.4 B P/B
BERY- NYSE (USA)
Berry Plastics Group Inc
Not Rated
Top Ranked Predictable Companies
$20.80
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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength

vs
industry		 vs
history
Cash to Debt 0.019
BERY's Cash to Debt is ranked lower than
76% of the 649 Companies
in the Global Rubber & Plastics industry.

( Industry Median: 1.69 vs. BERY: 0.019 )
BERY' s 10-Year Cash to Debt Range
Min: 0.01   Max: No Debt
Current: 0.02
Equity to Asset -0.59
BERY's Equity to Asset is ranked lower than
97% of the 649 Companies
in the Global Rubber & Plastics industry.

( Industry Median: 0.43 vs. BERY: -0.59 )
BERY' s 10-Year Equity to Asset Range
Min: -0.6   Max: -0.59
Current: -0.59
-0.6
-0.59
Interest Coverage 1
BERY's Interest Coverage is ranked lower than
79% of the 649 Companies
in the Global Rubber & Plastics industry.

( Industry Median: 327.00 vs. BERY: 1 )
BERY' s 10-Year Interest Coverage Range
Min: 0   Max: 1
Current: 1
0
1
Z-Score: 0.99
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth

vs
industry		 vs
history
Operating margin (%) 6.80
BERY's Operating margin (%) is ranked higher than
80% of the 649 Companies
in the Global Rubber & Plastics industry.

( Industry Median: 4.60 vs. BERY: 6.80 )
BERY' s 10-Year Operating margin (%) Range
Min: 0.9   Max: 6.8
Current: 6.8
0.9
6.8
ROC (Joel Greenblatt) (%) 18.50
BERY's ROC (Joel Greenblatt) (%) is ranked higher than
82% of the 649 Companies
in the Global Rubber & Plastics industry.

( Industry Median: 12.00 vs. BERY: 18.50 )
BERY' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 2.3   Max: 18.5
Current: 18.5
2.3
18.5
» BERY's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

BERY Guru Trades in

BERY Guru Trades in

Q4 2012

BERY Guru Trades in Q4 2012

Ron Baron 2,780,000 sh (New)
David Tepper 1,325,100 sh (New)
Paul Tudor Jones 150,000 sh (New)
» More
Q1 2013

BERY Guru Trades in Q1 2013

Ron Baron 3,254,651 sh (+17.07%)
David Tepper 1,325,100 sh (unchged)
Paul Tudor Jones Sold Out
» More
» Details

Insider Trades

Latest Guru Trades with BERY

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Ron Baron 2012-12-31 New Buy0.28%$13.48 - $16.01 $ 20.7241%2780000
Premium More recent guru trades are included for Premium Members only!!

Guru Investment Theses on Berry Plastics Group Inc

Baron Funds Comments on Berry Plastics Group - Feb 20, 2013

Our largest purchase in the quarter was Berry Plastics Group, Inc. (BERY), a successful 45 year old packaging company that went public this quarter. Berry is the second largest plastic packaging producer in the U.S., serving stable end-markets and long-standing blue chip customers. The company has a long tradition of delivering high quality customized solutions to its customers based on proprietary research and unique development and manufacturing technologies. It has grown organically and through acquisitions to over $5 billion in sales and is a market leader in each of its lines of business.

We are excited about Berry as an investment for three reasons. First, we expect growth to accelerate as the company introduces two new breakthrough products (a plastic cup for hot drinks and a plastic can that can substitute for metal and glass containers). Second, we expect substantial free cash flow to be generated, which will be used for debt reduction, thereby creating value for the equity. And third, we believe the trading multiple will expand to more properly reflect the company's strong franchise, superior growth profile and improving balance sheet. We think these three factors can lead to a double in the stock, although we cannot guarantee it.

From Baron Funds' fourth quarter commentary.

Check out Ron Baron latest stock trades

Top Ranked Articles about Berry Plastics Group Inc

Weekly CFO Sells Highlight: THRX, BERY, IPG, PG, ZNGA, TSS
May 5, 2013
According to GuruFocus Insider Data, the largest CFO sells during the past week were: Theravance Inc., Berry Plastics Group Inc., Interpublic Group of Companies Inc., Procter & Gamble Co., Zynga Inc., and Total System Services Inc. Read more...
Baron Funds Comments on Berry Plastics Group
February 20, 2013
Our largest purchase in the quarter was Berry Plastics Group, Inc. (BERY), a successful 45 year old packaging company that went public this quarter. Berry is the second largest plastic packaging producer in the U.S., serving stable end-markets and long-standing blue chip customers. The company has a long tradition of delivering high quality customized solutions to its customers based on proprietary research and unique development and manufacturing technologies. It has grown organically and through acquisitions to over $5 billion in sales and is a market leader in each of its lines of business. Read more...

Ratios

vs
industry		 vs
history
P/E(ttm) 83.10
BERY's P/E(ttm) is ranked lower than
57% of the 649 Companies
in the Global Rubber & Plastics industry.

( Industry Median: 15.58 vs. BERY: 83.10 )
BERY' s 10-Year P/E(ttm) Range
Min: 61.92   Max: 85.4
Current: 83.1
61.92
85.4
P/S 0.45
BERY's P/S is ranked higher than
71% of the 649 Companies
in the Global Rubber & Plastics industry.

( Industry Median: 0.50 vs. BERY: 0.45 )
BERY' s 10-Year P/S Range
Min: 0.38   Max: 0.51
Current: 0.45
0.38
0.51
PFCF 7.80
BERY's PFCF is ranked higher than
76% of the 649 Companies
in the Global Rubber & Plastics industry.

( Industry Median: 14.54 vs. BERY: 7.80 )
BERY' s 10-Year PFCF Range
Min: 5.83   Max: 8
Current: 7.8
5.83
8
EV-to-EBIT 16.7
BERY's EV-to-EBIT is ranked higher than
80% of the 649 Companies
in the Global Rubber & Plastics industry.

( Industry Median: 11.77 vs. BERY: 16.7 )
BERY' s 10-Year EV-to-EBIT Range
Min: 15.4   Max: 16.9
Current: 16.7
15.4
16.9

Valuation & Return

vs
industry		 vs
history
Price/Median PS Value 1
BERY's Price/Median PS Value is ranked lower than
59% of the 649 Companies
in the Global Rubber & Plastics industry.

( Industry Median: 0.80 vs. BERY: 1 )
BERY' s 10-Year Price/Median PS Value Range
Min: 1   Max: 1
Current: 1
Earnings Yield (Greenblatt) 6.00
BERY's Earnings Yield (Greenblatt) is ranked lower than
55% of the 649 Companies
in the Global Rubber & Plastics industry.

( Industry Median: 7.30 vs. BERY: 6.00 )
BERY' s 10-Year Earnings Yield (Greenblatt) Range
Min: 5.9   Max: 6.5
Current: 6
5.9
6.5

Business Description

Berry Plastics Group, Inc. was incorporated in Delaware on June 26, 2006. The Company is a provider of value-added plastic consumer packaging and engineered materials with a 30-year track record of delivering high-quality customized solutions to its customers. The Company's products utilize its proprietary research and development platform, which includes a continually evolving library of Berry-owned molds, patents, manufacturing techniques and technologies. It sells its solutions predominantly into consumer-oriented end markets, such as food and beverage, healthcare and personal care. It has more than 13,000 customers, which consist of a diverse mix of national, mid-sized regional and local specialty businesses. The Company's Rigid Plastics business primarily consists of containers, foodservice items, housewares, closures, overcaps, bottles, prescription vials, and tubes. The largest end uses for these products are consumer-oriented end markets such as food and beverage, retail mass marketers, healthcare, personal care and household chemical. The Company's Engineered Materials business primarily consists of pipeline corrosion protection solutions, specialty tapes and adhesives, polyethylene-based film products, and can liners served to a variety of end markets including oil, water and gas infrastructure, industrial and consumer-oriented end markets. The Company's Flexible Packaging business consists of high barrier, multilayer film products as well as finished flexible packages such as printed bags and pouches. The largest end uses for its flexible products are consumer-oriented end markets such as food and beverage, medical and personal care.
Company Website
SEC Reports
Industry: Rubber & Plastics
Compare:
» More Articles for BERY

Headlines

Articles On GuruFocus.com
WEEKLY CFO SELLS HIGHLIGHT: THRX, BERY, IPG, PG, ZNGA, TSS May 05 2013 
Baron Funds Comments on Berry Plastics Group Feb 20 2013 

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