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CHEF.ST$116.60-3.48%
Fair $116.60+0.0%

CHEF.ST

Cheffelo AB (publ)

Consumer Defensive / Food DistributionStockholm

$116.60

-4.20 (-3.48%)

Fairly Valued+0.0%Fair Value $116.60Fund rank 32/100 · Data gapFallback financials|
SA 59/C
F-Score: 6/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $74.1M · quality 55.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 35/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

59/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · CHEF.STLocal privado en este navegador · Cheffelo AB (publ)
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.5B

P/E

22.5x

↑

EV/EBITDA

11.9x

↑

ROE

13.0%

↑

Gross Margin

42.4%

↑

Debt/Equity

0.19

↓
52-Week Range$117
$45$125

TradingView lightweight chart

CHEF.ST price, volumen y niveles de valoración

Último $116.60Periodo +855.7%
Fair value: $116.60

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+3.2%

FCF CAGR

—

FCF margin

9.5%

FCF / Net income

1.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.19B · net income $57.5M · FCF $112.4M

2022-FY → 2025-FY

Gross margin

42.4%+3.5% pts

Operating margin

6.2%+8.9% pts

Net margin

4.8%+19.1% pts

FCF margin

9.5%+15.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.19B$1.19B$1.06B$999.7M$1.08B
Net Income$57.5M$57.5M$32.4M$19.3M$-154.6M
EBITDA$121.7M$121.7M$93.0M$82.4M$-97.5M
EPS——2.511.52-12.19
Gross Margin42.4%42.4%43.2%43.3%38.9%
Operating Margin6.2%6.2%4.0%3.1%-2.7%
Net Margin4.8%4.8%3.1%1.9%-14.3%
Balance Sheet
Debt/Equity0.190.190.250.300.34
Current Ratio1.301.30———
Cash Flow
Free Cash Flow$112.4M$112.4M$74.1M$70.8M$-62.4M
Returns
ROE13.0%13.0%7.3%4.4%-34.5%
Valuation
P/E22.5122.5110.4011.64—
EV/EBITDA11.8711.873.523.22—
P/B3.453.450.750.51—
Growth & Yield
Revenue Growth12.3%12.3%5.8%-7.6%—
EPS Growth——65.1%112.5%—
Dividend Yield6.1%6.1%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +128.6%

Total return

+128.6%

Start / end P/E

n/dx → n/dx

EPS bridge

2.51 → n/d

Residual

+122.5%

EPS growthn/d
Multiple reratingn/d
Dividend+6.1%
Residual / FX / buybacks / cross-term+122.5%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.