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Villars Holding (VILN) Fair Value & Analysis

Consumer Defensive · CH · Market cap CHF 60.0M

VH Villars Holding VILN · SW
PriceCHF 575.00
Fair ValueCHF 538.80
Upside-6.3%
Quality62/100
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Weak Growth
Thin margins · 4.1% net margin
Low debt · generates free cash flow
1.57% dividend yield
Trails peers (4/14)
Narrow moat 32/100
Evidence: High Range CHF 373.58 – CHF 703.79 Share as image

Fair value as of: Jul 12, 2026

From 24 valuation models · updated 29 days ago

Fair value updated Jul 12, 2026, revised from CHF 563.03 to CHF 538.80 (−4.3%) since Jun 24, 2026.

A solid business, currently priced close to our fair value.

What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • A fairly wide model range (CHF 373.58 to CHF 703.79) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

CHF 897.31 CHF 419.13 Fair Value CHF 538.80 Jan 2015 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 12, 2026.

How to read this chart

60‑month range CHF 419.13 – CHF 897.31 · fair‑value band CHF 373.58 – CHF 703.79 · the CHF 575.00 price screens above the CHF 538.80 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 12, 2026.

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Analysis

Villars Holding (VILN) currently trades at CHF 575.00, while our model-based Fair Value estimate is CHF 538.80, implying the stock looks roughly 6.3% fairly valued today. The Quality Score stands at 62/100 (solid 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, Villars Holding generated revenue of CHF 67.8M at a net margin of 4.1%. Revenue declined 3.6% year over year. It earns a return on equity of 2.9%. Net debt stands at CHF 12.7M. Fundamentals as of Jul 12, 2026

Our scenario range runs from CHF 373.58 (bear case) to CHF 703.79 (bull case); at CHF 575.00, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 7% below its 52-week high and 4% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -31% fair-value upside, at -6%, VILN screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF CHF 644.26 CHF 826.43 CHF 1,098 80
Residual Income CHF 630.75 CHF 584.01 CHF 419.37 76
Rev-Margin DCF CHF 403.75 CHF 572.50 CHF 788.57 74
All 24 models by family
DCF Models
FCF DCF CHF 625.40 CHF 819.44 CHF 1,132 38
Owner Earnings CHF 206.04 CHF 291.22 CHF 428.30 31
5Y Revenue Exit CHF 403.75 CHF 551.40 CHF 764.25 39
5Y EBITDA Exit CHF 521.54 CHF 754.90 CHF 1,064 41
5Y P/E Exit CHF 423.21 CHF 585.03 CHF 780.68 38
10Y Revenue Exit CHF 499.42 CHF 606.40 CHF 712.94 36
10Y EBITDA Exit CHF 567.41 CHF 713.85 CHF 863.03 37
10Y P/E Exit CHF 516.35 CHF 624.15 CHF 721.16 35
Earnings-Based
Graham-Dodd CHF 182.32 CHF 222.83 CHF 250.68 54
EPV CHF 101.67 CHF 128.52 CHF 150.31 59
Dividend Discount
Gordon GGM CHF 58.34 CHF 62.35 CHF 68.25 70
DDM Multi-Stage CHF 58.34 CHF 67.52 CHF 78.98 61
Multiples
P/E Multiple CHF 422.27 CHF 563.03 CHF 703.79 63
P/S Multiple CHF 341.84 CHF 455.79 CHF 569.73 58
P/B Multiple CHF 341.84 CHF 455.79 CHF 569.73 55
EV/EBIT CHF 373.58 CHF 538.80 CHF 704.02 53
EV/EBITDA CHF 518.64 CHF 732.22 CHF 945.79 54
EV/Revenue CHF 231.69 CHF 383.30 CHF 534.91 43
Asset-Based
NCAV (Graham) CHF 488.87 CHF 655.09 CHF 977.74 50
Growth DCF
Growth DCF CHF 644.26 CHF 826.43 CHF 1,098 80
Rev-Margin DCF CHF 403.75 CHF 572.50 CHF 788.57 74
Economic Profit
Residual Income CHF 630.75 CHF 584.01 CHF 419.37 76
ROIC Compounder CHF 101.67 CHF 128.52 CHF 150.31 72
Growth Earnings
Growth-Adj P/E CHF 298.18 CHF 425.97 CHF 553.77 68

Widest divergence: Asset-Based (CHF 655.09) versus Dividend Discount (CHF 62.35). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) CHF 67.8M
Revenue growth (YoY) -3.6%
Net margin 4.1%
Return on equity 2.9%
Free cash flow CHF 10.8M FY2025
P/E ratio 20.9
More key figures
Operating margin 6.4%
EPS (TTM) CHF 27.49
Dividend yield 1.6%
EPS growth (YoY) +15.5%
Net debt CHF 12.7M FY2025

Figures from reported company fundamentals · as of Jul 12, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 62/100

Of which business quality 63 · Market factors (momentum, volatility) 45

Profitability 27
Margins and returns on capital today
Quality Growth 32
Are margins and returns improving?
Cashflow 82
Earnings quality: real cash, not paper profit
Fin. Strength 72
Balance sheet, leverage, solvency risk
Investment 91
Disciplined investing over empire-building
Low Volatility 69
Calm price path (market factor)
Momentum 35
Price trend over the last 3–12 months (market factor)
52W Momentum 33
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Villars Holding S.A. engages in the retail, coffee bars, and real estate and other businesses in Switzerland. The company operates coffee bars and restaurants under the Pause-Café and Xpresso-Café brands; Sous-Sol, a café, bar, and restaurant; Le Centre, a bar and restaurant; shops, service stations, kiosks, and bakeries under the Suard name.

Full company description

Villars Holding S.A. engages in the retail, coffee bars, and real estate and other businesses in Switzerland. The company operates coffee bars and restaurants under the Pause-Café and Xpresso-Café brands; Sous-Sol, a café, bar, and restaurant; Le Centre, a bar and restaurant; shops, service stations, kiosks, and bakeries under the Suard name. It is also involved in the management of real estate assets and development projects. Villars Holding S.A. was founded in 1970 and is headquartered in Givisiez, Switzerland.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Villars Holding reported revenue of CHF 67.8M in FY2025 versus CHF 64.6M in FY2021, a compound +1.2%/yr. Reported net income was CHF 2.8M in FY2025, compounding +13.8%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
CHF 67.8M
Latest YoY
−4.6%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−4.2%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+1.7%
Avg. growth/yr (21Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−0.9%
Revenue +1.2%/yr
FY21 CHF 64.6M
FY22 CHF 77.0M
FY23 CHF 72.9M
FY24 CHF 71.1M
FY25 CHF 67.8M
Net income +13.8%/yr
FY21 CHF 1.7M
FY22 CHF 1.5M
FY23 CHF 1.4M
FY24 CHF 2.7M
FY25 CHF 2.8M
Character of growth · EPS growth decomposed (2014-2025) −2.0 % p.a.
Revenue per share −2.0 pp

of which total revenue −2.0 pp · buybacks/dilution +0.0 pp

EBIT margin +7.8 pp
Tax rate −2.4 pp
Residual (interest, one-offs) −5.5 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

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Cite: Fair Value Calculator (2026). "Villars Holding Fair Value". https://www.fairvalue-calculator.com/stock/VILN

Peer Group

Grocery Stores · 83 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 62 · Above median
Fair Value upside −6% · Below median
Return on equity (TTM) 3% · Bottom 25%
Return on assets 2% · Bottom 25%
Net margin (TTM) 4% · Above median
Operating margin (TTM) 6% · Above median
Revenue growth -4% · Bottom 25%
Dividend yield (TTM) 1.6% · Below median
Debt / equity 0.37× · Higher than median

Valuation Multiples vs Grocery Stores median · lower = cheaper

P/E (TTM) 20.9× · Pricier than median
P/B 0.73× · Cheaper than 75% of peers
P/S (TTM) 1.09× · Pricier than 75% of peers
P/FCF 6.9× · Pricier than median
EV/EBITDA 12.7× · Pricier than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 25 · sector 36
FUTURE 0 · sector 17
PAST 12 · sector 51
HEALTH 82 · sector 92
DIVIDEND 31 · sector 48

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Grocery Stores stocks, each showing price versus our Fair Value estimate (as of Jul 12, 2026).

Stock Price Fair Value vs Fair Value
Loblaw Companies Limited L C$65.49 C$44.44 -32%
Koninklijke Ahold Delhaize N.V AD €36.30 €53.50 +47%
The Kroger Co KR $58.82 $28.19 -52%
Woolworths Group WOW A$39.20 A$13.40 -66%
George Weston Limited WN C$100.98 C$63.61 -37%
Coles Group COL A$23.56 A$15.86 -33%
Metro Inc MRU C$93.64 C$94.01 +0%
Carrefour SA CA €16.40 €11.51 -30%
CP ALL Public Company TCPD 1.89 SGD 2.36 SGD +25%
BIM Birlesik Magazalar A.S., BIMAS 385.75 TRY 267.12 TRY -31%

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Frequently asked questions

Is Villars Holding (VILN) overvalued or undervalued?
As of Jul 12, 2026, our model estimates a fair value of CHF 538.80 versus a price of CHF 575.00, about −6% (fairly valued).
What is the fair value of VILN?
Our model-based fair value for Villars Holding is CHF 538.80 (as of Jul 12, 2026), built from audited fundamentals. The current price is CHF 575.00.
What is the quality score of VILN?
Villars Holding has a Quality Score of 62/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Villars Holding (VILN)?
Villars Holding reported trailing-twelve-month revenue of about CHF 67.8M (latest available figure, as of Jul 12, 2026).
What is the net profit margin of VILN?
The net profit margin of Villars Holding is about 4.1%, meaning it keeps roughly 4.1% of revenue as net income. Based on the latest reported figures.
Does Villars Holding pay a dividend?
Villars Holding currently shows a dividend yield of about 1.50% relative to its recent price (as of Jul 12, 2026).

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.

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