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![drewfallon12 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::768593971.png) Drew Fallon [@drewfallon12](/creator/twitter/drewfallon12) on x 14.2K followers
Created: 2025-07-18 13:29:14 UTC

1.b/

$20B of equity value in this case imputes $30B of EV, which at EBITDA of $3.6B imputes around 8.5x EBITDA. Given KHC currently trades at 8.3x EBITDA, Im fine with it - I buy the $20B number

BUT - that also tells me the value has to be in the condiments business

![](https://pbs.twimg.com/media/GwFyegLXIAEgNml.png)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946200591950119318/c:line.svg)

**Related Topics**
[$36b](/topic/$36b)
[$30b](/topic/$30b)
[$20b](/topic/$20b)
[1b](/topic/1b)

[Post Link](https://x.com/drewfallon12/status/1946200591950119318)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

drewfallon12 Avatar Drew Fallon @drewfallon12 on x 14.2K followers Created: 2025-07-18 13:29:14 UTC

1.b/

$20B of equity value in this case imputes $30B of EV, which at EBITDA of $3.6B imputes around 8.5x EBITDA. Given KHC currently trades at 8.3x EBITDA, Im fine with it - I buy the $20B number

BUT - that also tells me the value has to be in the condiments business

XXX engagements

Engagements Line Chart

Related Topics $36b $30b $20b 1b

Post Link

post/tweet::1946200591950119318
/post/tweet::1946200591950119318