Added to YB: 2025-01-03
Pitch date: 2024-12-31
HFG.DE [bullish]
HelloFresh SE
-52.39%
current return
Author Info
Eloy Fernandez is a civil engineer who shares deep research on stocks. Sign up for the newsletter.
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 11.79
Price Target
31.31 (+458%)
Dividend
N/A
EV/EBITDA
5.92
P/E
-4.98
EV/Sales
0.19
Sector
Consumer Staples Distribution and Retail
Category
value
HelloFresh SE - $HFG.DE
HFG.DE: Leading global meal-kit provider with high margins & strong execution. Controversial but undervalued due to market misunderstanding. 5% rev growth, 3% FCF margin, 18x terminal multiple. Risks: TAM ceiling, competition. Strengths: market dominance, efficiency. 155% upside potential. CEO owns 5%.
Read full article (8 min)