Added to YB: 2026-05-20
Pitch date: 2026-05-18
STF.PA [neutral]
STEF SA
-0.34%
current return
Author Info
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Company Info
STEF SA provides temperature-controlled road transport and logistics services for agri-food industry.
Market Cap
EUR 1.5B
Pitch Price
EUR 116.80
Price Target
N/A
Dividend
2.28%
EV/EBITDA
6.87
P/E
17.75
EV/Sales
0.59
Sector
Ground Transportation
Category
turnaround
Updates: STEF SA
STF.PA (trimmed position): Cold storage consolidator saw EPS plunge 50% in 2025 vs 2023 on weak integration of acquisitions + one-time tax hits (France/Italy VAT). Dividend cut to €2.70 from €4.15. Net debt/EBITDA rose 2.5x to 3.5x. Q1 2026 rev OK, analysts expect recovery, but integration risks remain. Trimmed 1% to 3.5% allocation.
Read full article (2 min)