Added to YB: 2025-10-31
Pitch date: 2025-10-29
CFX.L [bullish]
Colefax Group PLC
+3.85%
current return
Author Info
Mahad is a contrarian value investor with a focus on DCF analysis and a disciplined margin of safety approach. Sign up for the newsletter.
Company Info
Colefax Group PLC, together with its subsidiaries, engages in the design, marketing, distribution, and retailing of furnishing fabrics, wallpapers, trimmings, upholstered furniture, and related products in the United Kingdom, the United States, Europe, and internationally.
Market Cap
GBP 48.8M
Pitch Price
GBP 9.10
Price Target
35.52 (+276%)
Dividend
0.62%
EV/EBITDA
3.11
P/E
8.72
EV/Sales
0.48
Sector
Household Durables
Category
value
Colefax (LON:CFX)
CFX.L: Premium fabric/wallpaper designer w/ 89% product div at 9.1% op margin serving wealthy residential clients. 79% share buyback over 25yrs, modest dividend growth. 2.6% rev growth to £110M, 8.7% op margins vs peers' losses. Trades 8.5x P/E, 3.8x P/FCF despite stability. Risks: housing slowdown, tariffs, succession.
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