HelloFresh (HFG) Hisse Özeti
HelloFresh SE, iştirakleri ile birlikte ev endüstrisi için yemek kiti sağlayıcısı olarak faaliyet göstermektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 5/6 |
| Gelecekteki Büyüme | 3/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 3/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
Risk kontrollerimizden HFG için herhangi bir risk tespit edilmedi.
HFG Community Fair Values
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Analyst Price Targets
HelloFresh SE Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | €4.01 |
| 52 Haftanın En Yüksek Seviyesi | €9.53 |
| 52 Haftanın En Düşük Seviyesi | €3.49 |
| Beta | 0.36 |
| 1 Aylık Değişim | -6.50% |
| 3 Aylık Değişim | 3.48% |
| 1 Yıllık Değişim | -48.94% |
| 3 Yıllık Değişim | -82.37% |
| 5 Yıllık Değişim | -95.11% |
| Halka arzdan bu yana değişim | -62.13% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Analiz Makalesi • 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...Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...
Yeni Anlatı • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Hissedar Getirileri
| HFG | DE Consumer Retailing | DE Pazar | |
|---|---|---|---|
| 7D | -3.4% | 1.5% | -1.5% |
| 1Y | -48.9% | -9.1% | 1.9% |
Getiri vs. Endüstri: HFG geçen yıl % -9.1 oranında getiri sağlayan German Consumer Retailing sektörünün gerisinde kaldı.
Getiri vs Piyasa: HFG geçen yıl % 1.9 oranında getiri sağlayan German Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| HFG volatility | |
|---|---|
| HFG Average Weekly Movement | 5.3% |
| Consumer Retailing Industry Average Movement | 5.2% |
| Market Average Movement | 5.8% |
| 10% most volatile stocks in DE Market | 13.2% |
| 10% least volatile stocks in DE Market | 2.8% |
İstikrarlı Hisse Senedi Fiyatı: HFG son 3 ayda German piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: HFG 'nin haftalık oynaklığı ( 5% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2011 | 14,453 | Dominik Richter | www.hellofreshgroup.com |
HelloFresh SE, iştirakleri ile birlikte ev endüstrisi için yemek kiti sağlayıcısı olarak faaliyet göstermektedir. Şirket, premium yemekler, protein değişimleri, çift porsiyonlar ve ekstra tariflerin yanı sıra çorbalar, atıştırmalıklar, meyve kutuları, tatlılar, yemeye hazır yemekler ve mevsimsel kutular gibi eklentiler sunmaktadır. Amerika Birleşik Devletleri, Kanada, Avustralya, Avusturya, Belçika, Almanya, Danimarka, Fransa, Lüksemburg, Hollanda, Yeni Zelanda, İsviçre, İsveç, İspanya, Norveç, İtalya ve Birleşik Krallık'ta faaliyet göstermektedir.
HelloFresh SE Temel Bilgiler Özeti
| HFG temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | €577.05m |
| Kazançlar(TTM) | -€24.30m |
| Gelir(TTM) | €6.51b |
0.1x
P/S Oranı-23.8x
F/K OranıHFG aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| HFG gelir tablosu (TTM) | |
|---|---|
| Gelir | €6.51b |
| Gelir Maliyeti | €2.53b |
| Brüt Kâr | €3.97b |
| Diğer Giderler | €4.00b |
| Kazançlar | -€24.30m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
Aug 13, 2026
| Hisse başına kazanç (EPS) | -0.17 |
| Brüt Marj | 61.09% |
| Net Kâr Marjı | -0.37% |
| Borç/Özkaynak Oranı | 28.9% |
HFG uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/24 04:42 |
| Gün Sonu Hisse Fiyatı | 2026/06/24 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
HelloFresh SE 26 Bu analistlerden 12, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Adrian Sanchez | Banco Santander |
| Andrew Ross | Barclays |
| Emily Johnson | Barclays |