Added to YB: 2026-01-06
Pitch date: 2025-12-29
STF.PA [neutral]
STEF SA
-0.92%
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, and out-of-home foodservices.
Market Cap
EUR 1.6B
Pitch Price
EUR 130.00
Price Target
N/A
Dividend
3.20%
EV/EBITDA
6.67
P/E
17.00
EV/Sales
0.62
Sector
Ground Transportation
Category
value
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.
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