Quality Value Investing’s Substack featured a bullish thesis on Ingredion Incorporated, highlighting the company’s stock price, P/E ratios, and diverse product offerings in food ingredients across multiple industries. Morningstar assigns Ingredion a narrow economic moat due to its specialty ingredients business and customer switching costs. The company is transitioning to plant-based proteins and alternative sweeteners to align with changing consumer preferences. Despite mixed financial performance, Ingredion demonstrates strong profitability and shareholder commitment through dividends and buybacks.

Ingredion Incorporated has a century-long history in food ingredient manufacturing, with a focus on starches, sweeteners, and plant-based proteins. The company was added to QVI’s Real-Time Stock Picks in October 2024, showing a commitment to providing high-quality, dividend-paying small-cap options in the consumer staples sector. Despite slow revenue growth, Ingredion maintains solid profitability and strong capital allocation practices. Owners’ earnings have shown consistent mid-double-digit returns over the past five years, with positive shareholder returns through dividends and buybacks.

A previous bullish thesis on Archer-Daniels-Midland Company (ADM) emphasized the company’s diversified portfolio and cost-saving initiatives, resulting in a 31.62% stock appreciation since coverage. David J. Waldron shares a similar view in his bullish thesis on Ingredion Incorporated, pointing out the company’s specialty ingredients and plant-based product exposure as key factors for potential growth. Both companies show resilience and profitability in the food ingredients industry.

Read more at Yahoo Finance: Ingredion Incorporated (INGR): A Bull Case Theory