Published

18 May 25

Updated

22 Jun 26

Views

54

Not Invested

Marley Spoon GroupMS1

Fair Value

€0.25

Share price22 Jun

€0.04183.8% undervalued

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1Y-90.26%

7D2.53%

Integrated Platform And Asset-Light Model Will Improve Efficiency

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AnalystConsensusTarget

Analyst Consensus Target compiles analysts opinions to create narratives on stocks using the Analysts Consensus Price Target, forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

18 May 25

Updated

22 Jun 26

Views

54

Not Invested

Shared on 22 Jun 26

MS1: Stable Margins And Ultra Low Future P/E Will Support Bullish Thesis

Marley Spoon replaces its CEO, names an interim leader, and brings in a new finance chief—changes that could shape how the company tackles its next phase. At the same time, its auditor flags doubt about the business being able to keep operating as normal, even as analysts stick with the same view on what the company could be worth.

9 views

Shared on 05 Jun 26

Fair value Decreased 50%

MS1: Going Concern Risk Will Contrast With Stable Margins And Low Future P/E

Marley Spoon’s latest annual report draws an auditor warning that the business may struggle to keep operating, even though the accounts get a clean sign-off. At the same time, analysts now assume weaker sales ahead and put a lower value on the shares, despite expecting profitability to hold up.

1 view

Shared on 20 May 26

MS1: Going Concern Risk Will Contrast With Higher Margin And Future P/E Expectations

Marley Spoon’s latest report comes with a red flag from its auditor about whether the business can keep operating, even as market expectations improve on how much it can grow and how much profit it can keep. The mix of higher hopes and a serious survival risk makes this one worth a closer look.

17 views

Shared on 25 Apr 26

MS1: Lower Margin Outlook Yet I Expect Future P/E To Re Rate

Analysts have trimmed their price target for Marley Spoon Group to reflect a reduced profit margin outlook and a higher expected future P/E, while keeping fair value and key model assumptions broadly aligned with previous estimates. Valuation Changes Fair Value is held at €0.5, with no change from the prior estimate.

3 views

Shared on 10 Apr 26

Fair value Decreased 32%

MS1: Higher Margin Outlook Will Support Stronger Future Earnings Multiple

Analysts have reduced their price target on Marley Spoon Group to €0.50 from €0.73, citing updated assumptions that include a slightly higher discount rate, a smaller revenue decline, a modestly stronger profit margin and a lower future P/E multiple. Valuation Changes Fair Value: reduced from €0.73 to €0.50, representing a meaningful cut to the valuation estimate per share.

2 views

Shared on 21 Aug 25

Fair value Decreased 59%

The sharp reduction in Marley Spoon Group’s consensus revenue growth forecasts from 1.6% to -1.6% per annum has driven a significant downward revision in the analyst price target from €1.80 to €1.30. Valuation Changes Summary of Valuation Changes for Marley Spoon Group The Consensus Analyst Price Target has significantly fallen from €1.80 to €1.30.

3 views

Fair Value vs Share Price

€0.25

vs €0.04183.8% undervalued

-2.6%

Revenue growth

10.3%

Profit margin

Recent News & Updates

No updates

Recent updates

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Stay ahead on Marley Spoon Group

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Company analysis

Medium-low risk and fair value.

Market cap€792.6k

PB-0.0x

Estimated Growth1.1%

Dividend YieldN/A

CEO & management

Daniel Koch

CEO

0.2yrs

CEO Tenure

Through its subsidiary, Marley Spoon SE, operates as a direct-to-consumer meal-kit company.