Cheffelo AB (CHEF) Fair Value & Analysis
Consumer Defensive · SE · Market cap 1.6B SEK
Fair value as of: Jun 24, 2026
From 22 valuation models · updated 5 days ago
Share price +0.3% over the past month.
Price vs Fair Value (12 months)
12‑month range kr 41.88 – kr 126.80 · fair‑value band kr 69.50 – kr 115.84 · the kr 121.20 price screens above the kr 92.67 fair value. As of Jun 24, 2026.
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Cheffelo AB (CHEF) currently trades at kr 121.20, while our model-based Fair Value estimate is kr 92.67 — implying the stock looks roughly 23.5% overvalued today. We read business quality at 95/100 (high quality), in the Consumer Defensive sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).
Over the trailing twelve months, Cheffelo AB generated revenue of 1.2B SEK at a net margin of 5.4%. Revenue grew 11.8% year over year. It earns a return on equity of 14.2%. The balance sheet holds a net cash position of 22.4M SEK. Fundamentals as of Jun 24, 2026
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.
About the company
Cheffelo AB (publ) provides subscription-based meal kit solutions to various customers in Sweden, Norway, and Denmark. The company operates under the Linas Matkasse, Godtlevert, Adams Matkasse, and RetNemt brand names. The company was formerly known as LMK Group AB (publ) and changed its name to Cheffelo AB (publ) in October 2023. The company was founded in 2008 and is headquartered in Sundbyberg, Sweden.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Cheffelo AB reported revenue of kr 1.2B in FY2025 versus kr 1.4B in FY2021, a compound −3.8%/yr. Reported net income was kr 57.5M in FY2025, compounding +34.9%/yr from FY2021.
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.
Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.