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Added to YB: 2026-01-06

Pitch date: 2025-12-29

STF.PA [neutral]

STEF SA

+4.1%

current return

Author Info

Value and Opportunity focuses on slow investing, special situations & the occasional wild punts Sign up for their newsletter.

Company Info

STEF SA provides temperature-controlled road transport and logistics services for agri-food industry.

Market Cap

EUR 1.6B

Pitch Price

EUR 126.99

Price Target

N/A

Dividend

2.11%

EV/EBITDA

7.15

P/E

19.22

EV/Sales

0.62

Sector

Ground Transportation

Category

value

Show full summary:
My 23 Investments for 2026 - Long term hold: STEF SA

STF.PA (long-term hold): French cold chain leader expanding across Europe with defendable network moat. Family/employee owned. Acquired adjacent businesses despite weak 2025 economy. Infrastructure-like biz at moderate valuation. Long-term hold despite recent economic headwinds.

Read full article (1 min)