HelloFresh (HFG) Resumen de Acciones
HelloFresh SE, junto con sus filiales, opera como proveedor de kits de comida a domicilio. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 5/6 |
| Crecimiento futuro | 3/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 3/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
No se han detectado riesgos en HFG a partir de nuestros controles de riesgos.
HFG Community Fair Values
Create NarrativeSee what 46 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de HelloFresh SE
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | €4.32 |
| Máximo en las últimas 52 semanas | €10.82 |
| Mínimo de 52 semanas | €3.49 |
| Beta | 0.39 |
| Cambio en 1 mes | -2.86% |
| Variación en 3 meses | -10.58% |
| Cambio de 1 año | -58.70% |
| Variación en 3 años | -78.99% |
| Variación en 5 años | -94.61% |
| Variación desde la OPV | -59.24% |
Noticias y actualizaciones recientes
Actualización de narrativa • May 24
HFG: Ongoing Downgrades And Margin Pressure Will Weigh On Shares
Analysts have slightly reduced their price targets on HelloFresh, trimming fair value estimates by €0.10 to €3.50. The revision reflects softer profit margin assumptions, slightly better revenue trends than previously modeled, a higher discount rate, and a shift to a higher future P/E multiple.Artículo de análisis • May 08
Analyst Estimates: Here's What Brokers Think Of HelloFresh SE (ETR:HFG) After Its First-Quarter Report
Shareholders might have noticed that HelloFresh SE ( ETR:HFG ) filed its first-quarter result this time last week. The...Actualización de narrativa • May 03
HFG: Weak 2025 Earnings And Soft 2026 Start Will Pressure Shares
Analysts have trimmed their average price targets on HelloFresh by a few euros, with cuts such as Deutsche Bank's move to €6. They are factoring in weaker 2025 results, a soft start to 2026, and slightly lower assumed future P/E multiples, despite modestly higher profit margin assumptions.Actualización de narrativa • Apr 18
HFG: Weaker 2025 Outlook And Soft 2026 Start Will Drive Downside Risk
Analysts have trimmed their average price target on HelloFresh by around €2 to €3. This reflects recent target cuts and downgrades that cite weaker 2025 results and a softer start to 2026.Recent updates
Actualización de narrativa • May 24
HFG: Ongoing Downgrades And Margin Pressure Will Weigh On Shares
Analysts have slightly reduced their price targets on HelloFresh, trimming fair value estimates by €0.10 to €3.50. The revision reflects softer profit margin assumptions, slightly better revenue trends than previously modeled, a higher discount rate, and a shift to a higher future P/E multiple.Artículo de análisis • May 08
Analyst Estimates: Here's What Brokers Think Of HelloFresh SE (ETR:HFG) After Its First-Quarter Report
Shareholders might have noticed that HelloFresh SE ( ETR:HFG ) filed its first-quarter result this time last week. The...Actualización de narrativa • May 03
HFG: Weak 2025 Earnings And Soft 2026 Start Will Pressure Shares
Analysts have trimmed their average price targets on HelloFresh by a few euros, with cuts such as Deutsche Bank's move to €6. They are factoring in weaker 2025 results, a soft start to 2026, and slightly lower assumed future P/E multiples, despite modestly higher profit margin assumptions.Actualización de narrativa • Apr 18
HFG: Weaker 2025 Outlook And Soft 2026 Start Will Drive Downside Risk
Analysts have trimmed their average price target on HelloFresh by around €2 to €3. This reflects recent target cuts and downgrades that cite weaker 2025 results and a softer start to 2026.
Actualización de narrativa • Apr 04
HFG: Buybacks And Higher Future P/E Will Support Long-Term Earnings Visibility
Analysts have lowered the average price target on HelloFresh by roughly €4, citing weaker 2025 results, a soft start to 2026, and reduced growth and margin expectations. These factors contribute to a lower fair value estimate and a slightly higher assumed discount rate, even as future P/E assumptions edge higher.Actualización de narrativa • Mar 21
HFG: Lower Future Earnings Assumptions And Index Move Will Shape Risk Reward
Analyst price targets for HelloFresh have been cut by around €2 to €4 in recent updates, as analysts factor in weaker expected revenue growth, slimmer profit margins, a higher discount rate, and recent downgrades to Hold with lower targets around €5.50 to €6. Analyst Commentary Recent research updates point to a more cautious stance on HelloFresh, with several bearish analysts trimming price targets and resetting expectations.Actualización de narrativa • Mar 06
HFG: Index Changes And Softer 2025 Outlook Will Shape Future Risk Reward
Analysts have trimmed their average price target on HelloFresh, with recent cuts such as Deutsche Bank moving to €6 and Kepler Cheuvreux to €5.50, citing expectations for weaker 2025 results and a softer opening to 2026. Analyst Commentary Recent Street research reflects a more cautious tone, with price targets reset lower and ratings pulled back to neutral territory.
Actualización de narrativa • Feb 20
HFG: Reset Expectations And AI System Will Support Future Upside
Analysts have trimmed their stance on HelloFresh, with a key price target cut from €10.50 to €5.50, citing what they describe as weak 2025 results and a soft start to 2026. Analyst Commentary Recent commentary has turned more cautious around HelloFresh, with the cut in the price target to €5.50 reflecting reduced confidence in the outlook that analysts describe as weak for 2025 and soft into 2026.Actualización de narrativa • Feb 06
HFG: Index Shift And AI Recipe System Will Shape Future Risk Reward
Analysts have modestly revised their price target on HelloFresh, citing a slightly higher discount rate, a softer improvement in revenue trends and profit margins, and a higher assumed future P/E multiple as key drivers of the updated valuation. What's in the News HelloFresh SE is now included in the Germany SDAX (Total Return) Index.Actualización de narrativa • Jan 23
HFG: AI Recipe System And Buyback Will Support Future Upside
Analysts have reduced their implied price target for HelloFresh to €15.00, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that together point to a more conservative valuation framework. What's in the News HelloFresh SE has been removed from the Germany MDAX Index (Performance) and added to the Germany SDAX (Total Return) Index, reflecting a shift in its index classification within the German equity market (Key Developments).Artículo de análisis • Jan 21
Be Wary Of HelloFresh (ETR:HFG) And Its Returns On Capital
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...Actualización de narrativa • Jan 08
HFG: Index Shift And Buybacks Will Support Long-Term Earnings Visibility
Analysts have slightly trimmed their price target on HelloFresh to reflect a lower fair value of €9.98, compared with €10.17 previously, as they factor in updated views on discount rates, revenue growth, profit margins and future P/E assumptions. What's in the News HelloFresh SE has been removed from the Germany MDAX Index (Performance).Actualización de narrativa • Dec 23
HFG: Risk Reward Profile And Margins Will Shape Share Performance
Analysts have raised their price target on HelloFresh from EUR 7.60 to EUR 10.80, citing a more attractive risk reward profile supported by improved margin expectations and a lower implied future valuation multiple. Analyst Commentary While the latest upgrade highlights a more favorable risk reward setup for HelloFresh, sentiment across the broader analyst community remains mixed, with several cautious voices flagging execution and growth risks that could cap upside.Artículo de análisis • Dec 18
Is HelloFresh (ETR:HFG) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Actualización de narrativa • Dec 09
HFG: Rising Price Target Will Highlight Improved Revenue Visibility Despite U.S. Competition
The Analyst Price Target for HelloFresh has risen from EUR 9.00 to EUR 10.80, as analysts highlight improving revenue growth prospects and a more attractive valuation, despite lingering competitive concerns in the U.S. market. Analyst Commentary Bullish analysts point to a more favorable risk and reward profile for HelloFresh at current share levels, citing improving visibility on revenue growth and a valuation that now better reflects recent operational challenges.Artículo de análisis • Nov 22
Risks Still Elevated At These Prices As HelloFresh SE (ETR:HFG) Shares Dive 28%
Unfortunately for some shareholders, the HelloFresh SE ( ETR:HFG ) share price has dived 28% in the last thirty days...Artículo de análisis • Nov 02
HelloFresh SE (ETR:HFG) Just Released Its Third-Quarter Earnings: Here's What Analysts Think
HelloFresh SE ( ETR:HFG ) shareholders are probably feeling a little disappointed, since its shares fell 7.1% to €7.02...Actualización de narrativa • Sep 11
Operational Improvements And AI Adoption Will Expand Global Offerings
Analysts have lowered their price targets for HelloFresh from €11.31 to €10.82 due to intensifying U.S. competition, reduced earnings visibility, and heightened uncertainty about growth prospects. Analyst Commentary Increasing competition in the U.S. market, especially for the Factor brand, is raising concerns about HelloFresh's growth prospects.Artículo de análisis • Sep 08
Investors Could Be Concerned With HelloFresh's (ETR:HFG) Returns On Capital
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Actualización de narrativa • Aug 19
Operational Improvements And AI Adoption Will Expand Global Offerings
The consensus analyst price target for HelloFresh has been revised downward, primarily due to a significant reduction in forecasted revenue growth, resulting in a lower fair value estimate of €11.53. What's in the News Increased equity buyback authorization by $25 million, bringing total to $100 million.Artículo de análisis • Aug 17
Earnings Miss: HelloFresh SE Missed EPS By 78% And Analysts Are Revising Their Forecasts
XTRA:HFG 1 Year Share Price vs Fair Value Explore HelloFresh's Fair Values from the Community and select yours As you...Artículo de análisis • Jul 30
Is HelloFresh (ETR:HFG) Using Debt Sensibly?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Artículo de análisis • May 10
HelloFresh SE (ETR:HFG) Stock Rockets 35% As Investors Are Less Pessimistic Than Expected
HelloFresh SE ( ETR:HFG ) shareholders are no doubt pleased to see that the share price has bounced 35% in the last...Artículo de análisis • May 02
Analysts Are Updating Their HelloFresh SE (ETR:HFG) Estimates After Its First-Quarter Results
Investors in HelloFresh SE ( ETR:HFG ) had a good week, as its shares rose 7.8% to close at €9.15 following the release...Artículo de análisis • Apr 28
Here's Why HelloFresh (ETR:HFG) Has A Meaningful Debt Burden
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Nueva narrativa • Apr 24
Efficiency Programs And Food Market Diversification Will Unlock Future Potential
Strategic shift towards operational efficiency aims to boost profitability, improve margins, and enhance free cash flow long-term.Artículo de análisis • Apr 06
The Return Trends At HelloFresh (ETR:HFG) Look Promising
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Artículo de análisis • Mar 11
There's Reason For Concern Over HelloFresh SE's (ETR:HFG) Price
With a median price-to-sales (or "P/S") ratio of close to 0.2x in the Consumer Retailing industry in Germany, you could...Artículo de análisis • Dec 31
Is HelloFresh (ETR:HFG) Using Debt Sensibly?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Artículo de análisis • Dec 10
Are Investors Undervaluing HelloFresh SE (ETR:HFG) By 47%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, HelloFresh fair value estimate is €22.50 HelloFresh's €11.84...Artículo de análisis • Nov 19
Market Participants Recognise HelloFresh SE's (ETR:HFG) Revenues Pushing Shares 29% Higher
HelloFresh SE ( ETR:HFG ) shares have continued their recent momentum with a 29% gain in the last month alone. Not all...Artículo de análisis • Oct 02
HelloFresh SE (ETR:HFG) Looks Just Right With A 26% Price Jump
Despite an already strong run, HelloFresh SE ( ETR:HFG ) shares have been powering on, with a gain of 26% in the last...Artículo de análisis • Aug 18
Why Investors Shouldn't Be Surprised By HelloFresh SE's (ETR:HFG) 26% Share Price Surge
HelloFresh SE ( ETR:HFG ) shareholders have had their patience rewarded with a 26% share price jump in the last month...Artículo de análisis • Aug 03
HelloFresh (ETR:HFG) Use Of Debt Could Be Considered Risky
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Artículo de análisis • Jul 02
The Price Is Right For HelloFresh SE (ETR:HFG)
It's not a stretch to say that HelloFresh SE's ( ETR:HFG ) price-to-sales (or "P/S") ratio of 0.1x seems quite...Artículo de análisis • May 05
Is HelloFresh (ETR:HFG) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Artículo de análisis • Apr 08
Returns Are Gaining Momentum At HelloFresh (ETR:HFG)
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Artículo de análisis • Mar 09
HelloFresh SE's (ETR:HFG) Share Price Is Still Matching Investor Opinion Despite 46% Slump
To the annoyance of some shareholders, HelloFresh SE ( ETR:HFG ) shares are down a considerable 46% in the last month...Artículo de análisis • Jan 22
Shareholders Should Be Pleased With HelloFresh SE's (ETR:HFG) Price
When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 16x, you may consider...Artículo de análisis • Jan 04
These 4 Measures Indicate That HelloFresh (ETR:HFG) Is Using Debt Extensively
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Artículo de análisis • Dec 17
HelloFresh (ETR:HFG) Might Have The Makings Of A Multi-Bagger
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Artículo de análisis • Oct 04
HelloFresh (ETR:HFG) Takes On Some Risk With Its Use Of Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Artículo de análisis • Sep 13
We Like These Underlying Return On Capital Trends At HelloFresh (ETR:HFG)
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Rentabilidad de los accionistas
| HFG | DE Consumer Retailing | Mercado DE | |
|---|---|---|---|
| 7D | 0.9% | -0.5% | 0.7% |
| 1Y | -58.7% | -28.2% | 2.0% |
Rentabilidad vs. Industria: Los resultados de HFG fueron inferiores a los de la industria German Consumer Retailing, que obtuvo un rendimiento del -28.2% el año pasado.
Rentabilidad vs. Mercado: HFG obtuvo unos resultados inferiores a los del mercado German, que fueron del 2% el año pasado.
Volatilidad de los precios
| HFG volatility | |
|---|---|
| HFG Average Weekly Movement | 7.8% |
| Consumer Retailing Industry Average Movement | 7.8% |
| Market Average Movement | 6.1% |
| 10% most volatile stocks in DE Market | 13.1% |
| 10% least volatile stocks in DE Market | 2.7% |
Precio estable de las acciones: HFG no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado German.
Volatilidad a lo largo del tiempo: La volatilidad semanal de HFG (8%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2011 | 14,453 | Dominik Richter | www.hellofreshgroup.com |
HelloFresh SE, junto con sus filiales, opera como proveedor de kits de comida para el hogar. La empresa ofrece comidas de primera calidad, intercambios de proteínas, raciones dobles y recetas adicionales, así como complementos, como sopas, aperitivos, cajas de fruta, postres, comidas listas para consumir y cajas de temporada. Opera en Estados Unidos, Canadá, Australia, Austria, Bélgica, Alemania, Dinamarca, Francia, Luxemburgo, Países Bajos, Nueva Zelanda, Suiza, Suecia, España, Noruega, Italia y Reino Unido.
Resumen de fundamentos de HelloFresh SE
| Estadísticas fundamentales de HFG | |
|---|---|
| Capitalización bursátil | €622.15m |
| Beneficios(TTM) | -€24.30m |
| Ingresos (TTM) | €6.51b |
0.1x
Ratio precio-ventas (PS)-25.6x
Ratio precio-beneficio (PE)¿Está HFG sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de HFG | |
|---|---|
| Ingresos | €6.51b |
| Coste de los ingresos | €2.53b |
| Beneficio bruto | €3.97b |
| Otros gastos | €4.00b |
| Beneficios | -€24.30m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
Aug 13, 2026
| Beneficios por acción (BPA) | -0.17 |
| Margen bruto | 61.09% |
| Margen de beneficio neto | -0.37% |
| Ratio deuda/patrimonio | 28.9% |
¿Cómo se ha desempeñado HFG a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/29 10:15 |
| Precio de las acciones al final del día | 2026/05/29 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
HelloFresh SE está cubierta por 27 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Adrian Sanchez | Banco Santander |
| Andrew Ross | Barclays |
| Emily Johnson | Barclays |