Added to YB: 2024-10-08
Pitch date: 2024-10-07
HFG.DE [bullish]
HelloFresh SE
-41.45%
current return
Author Info
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Company Info
HelloFresh SE, together with its subsidiaries, operates as meal kit provider for home industry. The company offers premium meals, protein swaps, double portions, and extra recipes, as well as add-ons, such as soups, snacks, fruit boxes, desserts, ready-to-eat meals, and seasonal boxes.
Market Cap
EUR 887.5M
Pitch Price
EUR 9.59
Price Target
39.00 (+594%)
Dividend
N/A
EV/EBITDA
5.92
P/E
-4.98
EV/Sales
0.19
Sector
Consumer Staples Distribution and Retail
Category
value
HelloFresh: A Deep Value Opportunity with Massive Upside Potential from Factor75 and RTE Segment Growth
HFG.DE: Undervalued at 0.14x sales despite €6B meal kit rev (12-14% EBITDA margin) & €2B RTE rev (Factor75) growing 50% YoY. Factor75 alone worth 2x current market cap. Profitability improving, focusing on high-LTV customers. Potential 4x upside with re-rating. Recent CEO insider buying.
Read full article (12 min)