Dole plc Ordinary Shares (DOLE)

Cyclical

FairStock Score: 65/100 — STEADY

Key Financials

Current Price$13.44
Market Cap$1.3B
P/E Ratio18.16
ROE6.93%
Dividend Yield2.61%
SectorConsumer Defensive

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

As a Buffett-Graham investor, I look for durable economics at a fair price. Dole is a global fresh-produce distributor: bananas, pineapples, avocados, berries, and vegetables sold through retail, wholesale, e-commerce, and food service. Scale and sourcing relationships matter, but this is largely a commodity-like, cyclical business; FairStock classifies it as CYCLICAL — Farm Products. The numbers show why. In fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $2.5B and net income $26.0M, or diluted EPS $0.27, up from $10.0M and $0.10 in fiscal Q2 2025. But in fiscal Q1 2026, the quarter ended 2026-03-31, net income was $31.3M, or $0.33, down from $38.9M and $0.41 in fiscal Q1 2025. For FY2025, the year ended 2025-12-31, revenue was $9.2B yet net income was only $51.3M, or $0.53, versus $125.5M and $1.32 in FY2024. Thin margins and volatility are real. Financial health is mixed. FairStock shows P/B 0.96 and FCF yield 6.6%, and the $13.46 close on 2026-10-13 sits below its $15.31 Graham Number. But ROE is 6.93%, ROCE only 2.55%, debt/equity 0.99, Piotroski 5/9, and Altman Z 1.17 — not a fortress. At FairStock's P/E of 18.19 and EV/EBITDA of 7.66, it is not obviously expensive, especially with a 2.61% dividend and beta 0.63. Still, I want a wider margin of safety for a low-return, cyclical produce business. Fair price, weak moat.

In plain English: Dole sells and ships fresh fruit and vegetables around the world. The business is big but earns thin profit margins, and its latest quarter was much better than a year earlier even though full-year 2025 profit fell sharply from 2024. At the 2026-10-13 close of $13.46 a share, the price looks roughly fair to modestly cheap compared with its asset value and cash generation, but the weak balance sheet and low returns keep it from looking like a clear bargain.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · fiscal Q1 2025 10-Q (period ended 2025-03-31) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer