HelloFresh SE (HLFFF)

HelloFresh SE (HLFFF) — VMCI valuation read

HLFFF screens at VMCI 52/100, a 2-point gap above the Consumer Cyclical sector median (50). For a mid-cap HelloFresh SE share, that placement says the multi-pillar composite is cheaper or higher quality than the typical peer on a like-for-like basis.

HLFFF has logged no Form 4 insider activity over the trailing 30 days. The tape reads neither bullish nor bearish on insider conviction. The next signal sits with the 10-Q schedule and the analyst calendar.

**Investor frame.** Value: HLFFF trades at 16.0x earnings, 11% below the Consumer Cyclical median of 18.0x, while EV/EBITDA prints 9.0x against 12.0x for the Consumer Cyclical group. Quality: ROIC of 12.0% sits 2.0pp above the Consumer Cyclical median (10.0%), the cleanest like-for-like comparison on capital efficiency. Risk: net debt to EBITDA of 2.0x is the rate-sensitivity line to watch, which sets the rate-cycle exposure for HelloFresh SE.

HLFFF fell 0.7% over the trailing 7 days, with a -18.8% read on a 30-day basis.