0.59%
-3.20%
-2.65%
3.62%
1.58%
-8.04%
2.39%
AI Spotlight on BELL
Company Description
Bell Food Group AG engages in the processing of meat and convenience products in Europe.Its products include meat, poultry, charcuterie, and seafood; and convenience products, such as salads, sandwiches, fresh meals, pasta, sauces, dressings, and spices, as well as soups, bouillons, seasoning mixes, dips, functional foods, desserts, chilled herb products, menu components, and vegetarian and vegan products.The company offers its products primarily under the Bell, Eisberg, Hilcona, and Hügli brands.
Its customers include the retail trade and food service sectors, as well as the food processing industry.The company was founded in 1869 and is headquartered in Basel, Switzerland.Bell Food Group AG operates as a subsidiary of Coop-Gruppe Genossenschaft.
Market Data
| Last Price | 257.5 |
| Change Percentage | 0.59% |
| Open | 260 |
| Previous Close | 256 |
| Market Cap ( Millions) | 1616 |
| Volume | 1156 |
| Year High | 284.5 |
| Year Low | 237.5 |
| M A 50 | 264.42 |
| M A 200 | 263.72 |
Financial Ratios
| FCF Yield | -0.41% |
| Dividend Yield | 2.72% |
| ROE | 8.43% |
| Debt / Equity | 66.83% |
| Net Debt / EBIDTA | 272.31% |
| Price To Book | 1.05 |
| Price Earnings Ratio | 12.6 |
| Price To FCF | -241.23 |
| Price To sales | 0.35 |
| EV / EBITDA | 7.61 |
News
- Aug -30 - Eyeing alternatives – meat companies with stakes in meat-free and cell-based meat
- Apr -04 - Is Bell Food Group AG's (VTX:BELL) Stock's Recent Performance A Reflection Of Its Financial Health?
- Mar -17 - Does APG|SGA (VTX:APGN) Deserve A Spot On Your Watchlist?
- Mar -08 - Is Bell Food Group AG (VTX:BELL) Worth CHF267 Based On Its Intrinsic Value?
- Feb -10 - Bell Food Group Full Year 2023 Earnings: EPS Misses Expectations
- Jan -19 - Bell Food Group's (VTX:BELL) Returns Have Hit A Wall
- Dec -18 - Investors Aren't Buying Bell Food Group AG's (VTX:BELL) Earnings
- Oct -16 - Bell Food Group's (VTX:BELL) investors will be pleased with their 26% return over the last three years
- Oct -01 - Is Bell Food Group AG's (VTX:BELL) Recent Performance Tethered To Its Attractive Financial Prospects?
- Sep -14 - Estimating The Intrinsic Value Of Bell Food Group AG (VTX:BELL)
- Aug -12 - Bell Food Group First Half 2023 Earnings: EPS: CHF7.42 (vs CHF6.40 in 1H 2022)
- Aug -12 - The Returns At Bell Food Group (VTX:BELL) Aren't Growing
- May -09 - Bell Food Group (VTX:BELL) investors are sitting on a loss of 3.2% if they invested five years ago
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Bell Switzerland
Expected Growth : 2.0 %
What the company do ?
Bell Switzerland is a leading meat and poultry processor from Bell Food Group AG, offering high-quality products to the Swiss market.
Why we expect these perspectives ?
Bell Switzerland's 2.0% growth is driven by increasing demand for premium meat products, expansion of online sales channels, and strategic partnerships with local farmers. Additionally, the company's focus on sustainability and animal welfare resonates with environmentally conscious consumers, contributing to its growth momentum.
Segment n°2 -> Bell International
Expected Growth : 1.8 %
What the company do ?
Bell International is a leading meat and poultry processor from Bell Food Group AG, offering high-quality products to the global market.
Why we expect these perspectives ?
Bell International's 1.8% growth is driven by increasing demand for premium meat products, expansion into new markets, and strategic acquisitions. The segment benefits from a strong brand reputation, efficient supply chain management, and a focus on sustainability, which appeals to environmentally conscious consumers. Additionally, Bell International's diversified product portfolio and geographic presence mitigate risks and support steady growth.
Segment n°3 -> Hilcona
Expected Growth : 1.5 %
What the company do ?
Hilcona is a leading European provider of meat and poultry products, offering a wide range of fresh and processed meat products, part of Bell Food Group AG.
Why we expect these perspectives ?
Hilcona's 1.5% growth is driven by increasing demand for premium meat products, expansion into new markets, and strategic partnerships. Additionally, the company's focus on sustainability, animal welfare, and innovative products resonates with consumers, leading to market share gains. Operational efficiencies and cost savings initiatives also contribute to the growth.
Segment n°4 -> Hugli
Expected Growth : 1.2 %
What the company do ?
Hugli is a meat processing company from Bell Food Group AG, specializing in high-quality meat products for retail and foodservice industries.
Why we expect these perspectives ?
Hugli's 1.2% growth is driven by increasing demand for premium meat products, expansion into Eastern European markets, and strategic partnerships with local farmers. Additionally, the company's focus on sustainable and organic offerings resonates with environmentally conscious consumers, contributing to its steady growth.
Segment n°5 -> Eisberg
Expected Growth : 1.0 %
What the company do ?
Eisberg is a frozen food brand from Bell Food Group AG, offering a range of frozen meat, poultry, and seafood products in Europe.
Why we expect these perspectives ?
Eisberg's 1.0% growth is driven by increasing demand for healthy and sustainable food options, expansion into new markets, and successful product innovations. Additionally, the brand's strong distribution network and efficient supply chain management contribute to its steady growth.
Segment n°6 -> Consolidation
Expected Growth : 0.5 %
What the company do ?
Consolidation from Bell Food Group AG refers to the strategic merger of companies under a single entity, enhancing operational efficiency and competitiveness.
Why we expect these perspectives ?
Consolidation with Bell Food Group AG driven by strategic expansion into European markets, leveraging synergies and cost savings. The 0.5% growth rate is attributed to increased market share, improved operational efficiency, and a focus on high-margin product offerings, resulting in enhanced profitability and competitiveness.
Bell Food Group Ag Products
| Product Range | What is it ? |
|---|---|
| Meat Products | Bell Food Group AG offers a wide range of meat products, including beef, pork, poultry, and lamb, as well as processed meats such as sausages and ham. |
| Dairy Products | The company provides a variety of dairy products, including cheese, butter, milk, and whey, catering to different customer needs and preferences. |
| Egg Products | Bell Food Group AG offers egg products, including liquid eggs, frozen eggs, and dried eggs, suitable for various applications. |
| Seafood Products | The company provides a range of seafood products, including fish, shellfish, and crustaceans, sourced from sustainable and responsible fisheries. |
| Convenience Products | Bell Food Group AG offers convenience products, including ready-to-eat meals, snacks, and other prepared foods, catering to busy lifestyles. |
Bell Food Group AG's Porter Forces
Threat Of Substitutes
Bell Food Group AG operates in the food processing industry, which has a moderate threat of substitutes. While there are some substitutes available, they are not a significant threat to the company's business.
Bargaining Power Of Customers
Bell Food Group AG has a diverse customer base, which reduces the bargaining power of individual customers. Additionally, the company's products are essential to its customers, making it difficult for them to switch to alternative suppliers.
Bargaining Power Of Suppliers
Bell Food Group AG relies on a few large suppliers for its raw materials, which gives them some bargaining power. However, the company's size and scale of operations also give it some negotiating power.
Threat Of New Entrants
The food processing industry has high barriers to entry, including significant capital requirements and regulatory hurdles. This makes it difficult for new entrants to enter the market and compete with established players like Bell Food Group AG.
Intensity Of Rivalry
The food processing industry is highly competitive, with many established players competing for market share. Bell Food Group AG faces intense competition from both domestic and international players, which can lead to pricing pressure and reduced margins.
Strength
Weaknesses
Opportunities
Threats
Capital Structure
| Value | |
|---|---|
| Debt Weight | 44.90% |
| Debt Cost | 3.95% |
| Equity Weight | 55.10% |
| Equity Cost | 5.09% |
| WACC | 4.58% |
| Leverage | 81.48% |
Bell Food Group AG : Quality Control
Bell Food Group AG passed 2 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| PFD.L | Premier Foods plc, together with its subsidiaries, manufactures and distributes branded and own label food products in the United Kingdom, other European countries, and internationally. The company operates through Grocery, … |
| AGR.VI | AGRANA Beteiligungs-Aktiengesellschaft operates as a processor of agricultural raw materials worldwide. The company operates through three segments: Fruit, Starch, and Sugar. The Fruit segment designs, produces, and sells fruit preparations … |
| BAKK.L | Bakkavor Group plc, together with its subsidiaries, prepares and markets fresh prepared foods in the United Kingdom, the United States, and China. It offers meals, pizzas and breads, desserts, salads, … |
| SCST.ST | Scandi Standard AB (publ) produces, markets, and sells chilled, frozen, and ready-made chicken products in Sweden, Norway, Ireland, Denmark, Finland, Germany, the United Kingdom, rest of Europe, and internationally. It … |
| SAVE.PA | Savencia SA produces dairy products in France and internationally. It offers cheese; butters and creams for the retail market and catering professionals; and dairy ingredients for the food, nutrition, and … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
🥇
Bakkavor
A-Score
1-Year Total Return ->
🥈
Bell Food Group
A-Score
1-Year Total Return ->
🥉
Savencia
A-Score
1-Year Total Return ->
4
Scandi Standard
A-Score
1-Year Total Return ->
5
AGRANA
A-Score
1-Year Total Return ->
6
