Added to YB: 2026-05-04
Pitch date: 2026-04-01
COFFEE-B.ST [bullish]
Coffee Stain Group AB (publ)
+24.34%
current return
Author Info
No bio for this author
Company Info
Coffee Stain Group AB (publ) develops and publishes community-driven games primarily for PC and console platforms in Scandinavia and internationally.
Market Cap
SEK 4.6B
Pitch Price
SEK 17.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.80
P/E
153.13
EV/Sales
4.47
Sector
Entertainment
Category
value
Coffee Stain $COFFEE.B-ST
COFFEE-B.ST: Trades 7-8x NTM Cash EBIT (~SEK400-450M) vs Paradox's 24x despite 95% USD rev, strong IP portfolio (Satisfactory console hit 2yr targets in Q1, Valheim PS/Switch 2 launch coming). DRG Rogue Core Q2 launch w/95%+ reviews, 14-16M Steam base. Paid Satisfactory expansions planned. 30% drop from tech flows post-spinoff (36% shares traded), AP fund restructure, not fundamentals. CCU stable ex-DRG (season 6 delayed 7qtrs). Upside to 15x FCF on re-rating as growth visibility improves vs mobile gaming comps at similar multiples but worse durability.
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