Added to YB: 2026-07-15
Pitch date: 2026-07-13
BHG.ST [neutral]
BHG Group AB (publ)
+0.18%
current return
Author Info
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Company Info
BHG Group AB (publ) operates as a consumer e-commerce company in Sweden, Finland, Denmark, Norway, rest of Europe, and internationally.
Market Cap
SEK 4.0B
Pitch Price
SEK 22.02
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.59
P/E
50.41
EV/Sales
0.60
Sector
Specialty Retail
Category
value
Monday Delight: 13/07/2026 - BHG Group AB
BHG.ST (pass): Nordic e-commerce home improvement/furniture roll-up. Mkt cap SEK 3.9B, EV 6.2B, 10% ROE, 9x EV/FCF—but multiple excludes significant lease payments, so true owner earnings materially lower. Stabilizing post-2024/25 consumer slowdown, but no durable moat. Pass.
Read full article (1 min)