MS1 Share Price Performance
€0.18
-0.46 (-72.13%)
64.6% undervalued intrinsic discount
€0.50
Fair Value
Price €0.18
AnalystLowTarget €0.50
AnalystConsensusTarget €0.50
AnalystHighTarget €1.00
Fair Value€0.50
Share Pricen/a
Marley Spoon Group SE Stock Price
- 3 Narratives written by author
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MS1 Community Narratives
AN
Fair Value €0.5 64.6% undervalued intrinsic discount
Rising Costs And Competition Will Constrain Growth With Cautious Recovery
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Fair Value €0.5 64.6% undervalued intrinsic discount
Integrated Platform And Asset-Light Model Will Improve Efficiency
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AN
Fair Value €1 82.3% undervalued intrinsic discount
E-commerce And Wellness Trends Will Transform Meal Solutions
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Integrated Platform And Asset-Light Model Will Improve Efficiency
Key Takeaways Transition to an integrated platform model and refined marketing boost customer lifetime value and improve revenue growth and net margins. Cost reduction and asset-light model in U.S. enhance operational efficiency, potentially driving future earnings and improved EBITDA.Read more
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AN
€0.5
64.6% undervalued intrinsic discount
Fair Value
Profit Margin
14.87%
Future PE
0.31x
Price in 2029
€0.65
Rising Costs And Competition Will Constrain Growth With Cautious Recovery
Key Takeaways Rising inflation, saturated competition, and cost-of-living concerns may limit revenue growth and squeeze margins despite improvements in order value and operational efficiency. Regulatory shifts and escalating sustainability demands could increase operating expenses, potentially offsetting gains from Marley Spoon's eco-friendly initiatives and supply chain optimizations.Read more
8
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AN
€0.5
64.6% undervalued intrinsic discount
Fair Value
Profit Margin
14.29%
Future PE
0.33x
Price in 2028
€0.65
E-commerce And Wellness Trends Will Transform Meal Solutions
Key Takeaways Integrated platform, expanded product range, and technology-driven efficiencies could drive significantly stronger revenue and margin growth than currently expected. Strategic focus on health trends, international reach, and data-driven customer engagement positions it as a potential leader in the global online meal market.Read more
9
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AN
€1
82.3% undervalued intrinsic discount
Fair Value
Profit Margin
14.29%
Future PE
0.58x
Price in 2028
€1.3
Trending Discussion
Recently Updated Narratives
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MS1: Higher Margin Outlook Will Support Stronger Future Earnings Multiple
Fair Value: €0.5 64.6% undervalued intrinsic discount
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AN
Rising Costs And Competition Will Constrain Growth With Cautious Recovery
Fair Value: €0.5 64.6% undervalued intrinsic discount
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AN
E-commerce And Wellness Trends Will Transform Meal Solutions
Fair Value: €1 82.3% undervalued intrinsic discount
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Snowflake Analysis
Marley Spoon Group SE Key Details
Last Reported Earnings
Jun 30, 2025
Next Reporting Earnings
n/a
- -0.90
- 49.73%
- -5.97%
- -114.5%
About MS1
- Founded
- 2014
- Employees
- 1085
- CEO
- WebsiteView website
Marley Spoon Group SE, through its subsidiary, Marley Spoon SE, operates as a direct-to-consumer meal-kit company. The company provides original recipes with ingredients to prepare and cook, and ready-to-heat meals. It operates in Australia, the United States, and Europe under the Marley Spoon, Dinnerly, Chefgood, and bistroMD brands. Marley Spoon Group SE was founded in 2014 and is based in Luxembourg, Luxembourg.
