HelloFresh (HFG) Aandelenoverzicht
HelloFresh SE is, samen met haar dochterondernemingen, actief als leverancier van maaltijdpakketten voor de thuisindustrie. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 5/6 |
| Toekomstige groei | 3/6 |
| Prestaties in het verleden | 0/6 |
| Financiële gezondheid | 3/6 |
| Dividenden | 0/6 |
Beloningen
Risicoanalyse
Geen risico's gedetecteerd voor HFG uit onze risicocontroles.
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
HelloFresh SE Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | €3.94 |
| 52 Week Hoogtepunt | €9.53 |
| 52 Week Laag | €3.49 |
| Bèta | 0.39 |
| 1 maand verandering | -6.17% |
| 3 maanden verandering | 1.55% |
| 1 Jaar Verandering | -54.80% |
| 3 jaar verandering | -83.77% |
| 5 jaar verandering | -95.33% |
| Verandering sinds IPO | -62.81% |
Recent nieuws en updates
Narratiefupdate • Jun 22
HFG: Lower Earnings Multiple And Downgrades Will Pressure Shares Further
The HelloFresh analyst price target has been revised down by €0.20 to €3.30, as analysts point to updated views on fair value, revenue growth, profit margins and future P/E assumptions following recent research updates from major banks. Analyst Commentary Recent research around HelloFresh highlights a more cautious tone, with several bearish analysts trimming price targets and reassessing the stock's risk and reward profile.
Narratiefupdate • Jun 07
HFG: Reset Expectations As AI Recipe Platform Drives Future Re Rating Potential
HelloFresh's updated fair value estimate is now €10.00, reduced from €15.00, as analysts across several firms revise price targets lower and adopt more cautious assumptions regarding growth, margins and future P/E multiples. Analyst Commentary Recent Street research around HelloFresh has leaned cautious, with several institutions revising price targets lower and, in some cases, downgrading their stance on the stock.Narratiefupdate • 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.Analyseartikel • 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...Recent updates
Narratiefupdate • Jun 22
HFG: Lower Earnings Multiple And Downgrades Will Pressure Shares Further
The HelloFresh analyst price target has been revised down by €0.20 to €3.30, as analysts point to updated views on fair value, revenue growth, profit margins and future P/E assumptions following recent research updates from major banks. Analyst Commentary Recent research around HelloFresh highlights a more cautious tone, with several bearish analysts trimming price targets and reassessing the stock's risk and reward profile.Narratiefupdate • Jun 07
HFG: Reset Expectations As AI Recipe Platform Drives Future Re Rating Potential
HelloFresh's updated fair value estimate is now €10.00, reduced from €15.00, as analysts across several firms revise price targets lower and adopt more cautious assumptions regarding growth, margins and future P/E multiples. Analyst Commentary Recent Street research around HelloFresh has leaned cautious, with several institutions revising price targets lower and, in some cases, downgrading their stance on the stock.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Analyseartikel • 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...Narratiefupdate • 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).Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...
Nieuw narratief • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Rendement voor aandeelhouders
| HFG | DE Consumer Retailing | DE Markt | |
|---|---|---|---|
| 7D | -1.8% | 0.6% | 4.3% |
| 1Y | -54.8% | -10.9% | 2.9% |
Rendement versus industrie: HFG presteerde slechter dan de German Consumer Retailing -sector, die het afgelopen jaar een rendement van -10.9 % opleverde.
Rendement versus markt: HFG presteerde slechter dan German Market, dat het afgelopen jaar een rendement van 2.9 % opleverde.
Prijsvolatiliteit
| HFG volatility | |
|---|---|
| HFG Average Weekly Movement | 5.9% |
| Consumer Retailing Industry Average Movement | 5.9% |
| Market Average Movement | 5.6% |
| 10% most volatile stocks in DE Market | 12.6% |
| 10% least volatile stocks in DE Market | 2.7% |
Stabiele aandelenkoers: HFG heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de German markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 6% ) van HFG is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2011 | 14,453 | Dominik Richter | www.hellofreshgroup.com |
HelloFresh SE is, samen met haar dochterondernemingen, actief als leverancier van maaltijdpakketten voor de thuisindustrie. Het bedrijf biedt premium maaltijden, proteïnevervangers, dubbele porties en extra recepten, evenals uitbreidingen zoals soepen, snacks, fruitboxen, desserts, kant-en-klare maaltijden en seizoensboxen. Het bedrijf is actief in de Verenigde Staten, Canada, Australië, Oostenrijk, België, Duitsland, Denemarken, Frankrijk, Luxemburg, Nederland, Nieuw-Zeeland, Zwitserland, Zweden, Spanje, Noorwegen, Italië en het Verenigd Koninkrijk.
HelloFresh SE Samenvatting
| HFG fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | €567.69m |
| Inkomsten(TTM) | -€24.30m |
| Inkomsten(TTM) | €6.51b |
0.1x
P/S-verhouding-23.4x
Koers/WinstverhoudingIs HFG overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| HFG resultatenrekening (TTM) | |
|---|---|
| Inkomsten | €6.51b |
| Kosten van inkomsten | €2.53b |
| Brutowinst | €3.97b |
| Overige uitgaven | €4.00b |
| Inkomsten | -€24.30m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
Aug 13, 2026
| Winst per aandeel (EPS) | -0.17 |
| Brutomarge | 61.09% |
| Nettowinstmarge | -0.37% |
| Schuld/Eigen Vermogen Verhouding | 28.9% |
Hoe presteerde HFG op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/06 14:39 |
| Aandelenkoers aan het einde van de dag | 2026/07/06 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
HelloFresh SE wordt gevolgd door 26 analisten. 12 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Adrian Sanchez | Banco Santander |
| Andrew Ross | Barclays |
| Emily Johnson | Barclays |