Quality Investor

Village Farms International, Inc.

Rank #346Op. Leverage

VFF · Nasdaq · Consumer Defensive

Village Farms International, Inc. (VFF) — Rank #346 by gross profitability (GP/assets 0.20) · ROE 11.0% · Piotroski F-Score 8 / 9.

As-of 2026-09-15 · CIK 0001584549 · all metrics point-in-time as of the filing date.

About

Village Farms International, Inc., together with its subsidiaries, produces, markets, and distributes greenhouse grown tomatoes, bell peppers, and cucumbers in North America and Netherlands.

Show more

It operates in five segments: Cannabis-Canada, Cannabis-U.S., Cannabis – Netherlands, Produce, and Clean Energy. It produces and supplies cannabis products to other licensed providers and provincial governments in Canada and internationally; develops and sells cannabinoid-based health and wellness products, including ingestible, edibles, and topical applications; and produces power. The company also markets and distributes its products under the Village Farms brand name to retail supermarkets and fresh food distribution companies. In addition, it produces and supplies cannabis products to designated coffee shops. Village Farms International, Inc.

was founded in 1989 and is headquartered in Lake Mary, Florida.

Industry
Farm Products
Sector
Consumer Defensive
State
A6
Filer Category
Accelerated filerSmaller reporting company
Fiscal Year End
December 31

Price History

VFF-69.1% · -20.9% CAGRSPY+80.5% · +12.5% CAGR

Company Snapshot

P/E and reverse DCF are the primary valuation lenses at this stage.

Market Cap

$344.24M

P/E (annual)

10.4

P/S (annual)

1.6

P/B

1.2

P/OCF (annual)

5.9

Shareholder Yield

-6.4%

Employees

1,128

Industry

Farm Products

Exchange

Nasdaq

Signal Flags

1 green1 yellow
Sequential beat (rev + EPS)Both revenue and EPS exceeded prior quarter — 1-quarter streak
Dilution above 2%Annual share count increase exceeds 2%. May be acceptable for high-growth companies funding talent via stock compensation

Quality Profile

Profitability

1/1 pass
GP / assets
0.20
Return on equity
11.0%
Gross margin trend
PASS

Safety

1/1 pass
Balance-sheet safety
PASS
Debt / equity
0.35
Current ratio
3.17×
Net cash
$32.97M

Cash Flow

3/3 pass
Positive FCF
PASS
Cash-backed earnings
PASS
Accruals healthy
PASS
SBC / revenue
0.8%

Growth

1/2 pass
Revenue growth
10.2%
Piotroski F-Score
8 / 9
Share dilution
6.4%

Terry Smith quality gate

Passes 1/5 Terry Smith thresholds

3 of 5 thresholds not computable from filed data.

What Growth Is Priced In

Implied revenue growth (10Y)

-4.4%

incredible deal

The annual FCF growth rate today's price requires over a 10-year horizon (discount rate 10%, terminal growth 2.5%).

Dilution drag: 6.4% — per-share value needs a total required return of 2.0% once share-count change is priced in.

vs. own 6-year median revenue growth: 13.9%

within its own history

Cost-of-equity sensitivity (implied growth at different discount rates)

r = 8%

-8.0%

r = 10% (base)

-4.4%

r = 12%

-1.3%

Net debt / market cap: -9.9%

Note: current FCF margin is 2.0σ above its historical mean — implied growth may understate valuation risk if the margin reverts.

Base FCF: $39.9M3Y mean FCF: $13M

Valuation History

Current multiple vs historical range at each filing date. Band spans 25th-75th percentile.

P / E

Price / diluted EPS

11.3xCheap
11.3xmed 51.2x82.0x

P / S

Price / revenue per share

1.7xExpensive
0.2xmed 0.8x5.6x

P / B

Price / book value per share

1.2xFair
0.3xmed 1.1x4.7x

P / GP

Price / gross profit per share

4.1xFair
1.5xmed 5.6x87.4x

P / FCF

Price / free cash flow per share

9.1xCheap
9.1xmed 281.6x424.1x

Operating margin expansion and free cash flow are the primary reads at this stage.

Profitability

Gross profitability (GP / assets)

0.20

Primary signal (Novy-Marx).

Return on equity

11.0%

Gross margin

40.6%

Revenue growth (YoY)

10.2%

Gross margin improving

Margin trend vs prior year.

PASS

Operating Leverage

2022202320242025
Revenue vs COGS
Revenue vs OpEx
Op. Income vs Revenue

Growth

Revenue CAGR (3Y)

-9.7%

Revenue CAGR (5Y)

4.9%

Earnings CAGR (3Y)

FCF CAGR (3Y)

Anti-fragile safety

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

0.35

Current ratio

3.17×

Quick ratio

2.08×

Net cash

$32.97M

Cash & equivalents minus total debt.

Cash-flow health

Free cash flow

$39.89M

Operating cash flow minus capex.

Positive free cash flow

PASS

FCF / net income

0.23

Cash-backing of earnings.

FCF/NI divergence

Unfavorable divergence (yellow flag).

PASS

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

0.8%

Stock-based comp intensity.

Piotroski F-Score

F-Score

8 / 9

Fundamental-strength score (0-9).

Lifecycle Phase History

20202025
Op. Leverage
Hypergrowth
Startup