Added to YB: 2024-11-01
Pitch date: 2024-10-31
CFX.L [neutral]
Colefax Group PLC
+20.45%
current return
Author Info
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 7.85
Price Target
N/A
Dividend
0.62%
EV/EBITDA
3.11
P/E
8.72
EV/Sales
0.48
Sector
Household Durables
Category
value
Cannibal ante portas
CFX.L (watchlist): UK luxury fabric designer, 5x EV/FCF. Asset-light, 80% shares bought back since '98. 3% rev CAGR, stable 53-57% GM. US growth 5.5% CAGR. Outperforming peers in weak UK market. Risks: CEO age 78, UK/EU sales down. Catalyst: rate cuts boosting housing demand.
Read full article (9 min)