Added to YB: 2025-12-10
Pitch date: 2025-10-09
CFX.L [bullish]
Colefax Group PLC
+6.78%
current return
Author Info
No bio for this author
Company Info
Colefax Group PLC, together with its subsidiaries, engages in the design, marketing, distribution, and retailing of furnishing fabrics, wallpapers, trimmings, upholstered furniture, and related products in the United Kingdom, the United States, Europe, and internationally.
Market Cap
GBP 48.8M
Pitch Price
GBP 8.85
Price Target
19.65 (+108%)
Dividend
0.62%
EV/EBITDA
3.11
P/E
8.72
EV/Sales
0.48
Sector
Household Durables
Category
value
Colefax Group PLC - $CFX.L
CFX.L: Ultra-luxury UK home furnishings co, 81% share buyback since '99. £3.77 cash/share, 3.1x EV/EBIT vs peers. US tariffs add £4.5M costs but strong pricing power in premium segment. 80yr old CEO succession/PE sale potential at 9.7x EBIT (122% upside). Risk: tariff impact on US sales.
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