Analysis: SF Holding’s has a fuel problem, but valuation discount unexplained

Look here: A fuel bill explains much of SF Holding’s weak second quarter at its latest update, but it does not by itself explain the stock’s valuation. SF trades between FedEx and UPS on 2026 earnings, but at less than half their EV/Ebitda multiple. KLN trades more cheaply still, but SF’s 51.52% holding is worth only about 3% of SF’s market capitalisation – too little on its own to explain ... The Read full article →