Strong Free Cash Flow ConversionSustained, high FCF growth and near-par conversion to net income indicate durable cash generation that funds product R&D, supports subscription service rollouts, finances capex and dividends, and reduces reliance on external financing over a 2–6 month horizon and beyond.

Low Leverage And Improving ROEA low debt burden and rising ROE provide structural financial flexibility to invest in growth initiatives, pursue partnerships or M&A, and absorb industry shocks. This capital structure supports long-term strategy without heavy interest or refinancing risk.

Operational Margin ImprovementImproving operating profitability suggests management is extracting efficiencies across products and services. Persistent margin gains indicate scalable unit economics in appliances plus recurring software subscriptions, enhancing durable profit generation if maintained.

Bears Say

Sharp Gross Margin DeclineA marked drop in gross margin signals structural cost or pricing pressures that can erode long-term profitability on core products. If not addressed via pricing power, sourcing or product mix shifts, this trend will constrain sustainable margins and reinvestment capacity.

Decrease In Stockholders' Equity Over TimeA sustained decline in shareholders' equity reduces the capital buffer against downturns and may limit borrowing capacity for strategic investments. Over months this can increase financial vulnerability and constrain options for organic or inorganic growth.

Modest Absolute Net Margin And Revenue GrowthWhile improving, low single-digit net margins and modest top-line growth limit internal funding for expansion and reduce resilience to competitive pressure. Structural improvement is needed to support larger-scale product investment and defend market position over time.

CHEF FAQ

What was Cheffelo AB’s price range in the past 12 months?

Cheffelo AB lowest stock price was kr30.70 and its highest was kr111.00 in the past 12 months.

What is Cheffelo AB’s market cap?

Cheffelo AB’s market cap is kr1.21B.

When is Cheffelo AB’s upcoming earnings report date?

Cheffelo AB’s upcoming earnings report date is Feb 19, 2026 which is today.

How were Cheffelo AB’s earnings last quarter?

Currently, no data Available

Is Cheffelo AB overvalued?

According to Wall Street analysts Cheffelo AB’s price is currently Overvalued. Get more investment ideas with TipRanks Premium

Does Cheffelo AB pay dividends?

Cheffelo AB pays a Annually dividend of kr3.32 which represents an annual dividend yield of 4.05%. See more information on Cheffelo AB dividends here

What is Cheffelo AB’s EPS estimate?

Cheffelo AB’s EPS estimate is 2.18.

How many shares outstanding does Cheffelo AB have?

Cheffelo AB has 13,020,424 shares outstanding.

What happened to Cheffelo AB’s price movement after its last earnings report?

Currently, no data Available

Which hedge fund is a major shareholder of Cheffelo AB?

Currently, no hedge funds are holding shares in SE:CHEF

What is the TipRanks Smart Score and how is it calculated?

Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

Company Description

Cheffelo AB

Cheffelo AB (publ) engages in the supply and delivery of meal kits to the customer's front door in Sweden, Norway, and Denmark. It 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.