(CFR) Compagnie Financière - SW

Sector: Consumer Cyclical | Industry: Luxury Goods | Exchange: SW (Switzerland) | Market Cap: 105.183m CHF | Total Return: 21% in 12m

Jewelry, Watches, Writing Instruments, Leather Goods
Total Rating 53
Safety 88
Buy Signal 0.20
Luxury Goods
Industry Rotation: +20.2
Market Cap: 132B
Avg Turnover: 175M
Risk 3d forecast
Volatility30.0%
VaR 5th Pctl4.69%
VaR vs Median-5.63%
Reward TTM
Sharpe Ratio0.64
Rel. Str. IBD68.5
Rel. Str. Peer Group61.7
Character TTM
Beta0.956
Beta Downside0.761
Hurst Exponent0.553
Drawdowns 3y
Max DD30.21%
CAGR/Max DD0.35
CAGR/Mean DD0.74

Warnings

Extended 1w

Tailwinds

Confidence

Description: CFR Compagnie Financière

Compagnie Financière Richemont SA is a Swiss-based investment holding company specializing in the global luxury goods sector. The firm organizes its operations into three primary segments: Jewellery Maisons, Specialist Watchmakers, and Other businesses, which encompass fashion, leather goods, and writing instruments. Its portfolio includes heritage brands such as Cartier, Van Cleef & Arpels, and Vacheron Constantin, distributed through a mix of mono-brand boutiques, online platforms, and wholesale partners.

The company operates within the hard luxury category, a segment characterized by high barriers to entry due to the technical expertise required for high-end watchmaking and jewelry fabrication. Unlike soft luxury (apparel), hard luxury goods typically maintain higher residual value and exhibit longer product lifecycles, often serving as stores of value for consumers during inflationary periods.

Richemont maintains a diversified geographic footprint with significant exposure to the Asia-Pacific and European markets, reflecting the global nature of high-net-worth consumption. For a deeper look at the companys valuation metrics, consider reviewing the latest data on ValueRay. The business model relies heavily on vertical integration, controlling the process from initial design and manufacturing to final retail distribution to preserve brand equity and pricing power.

Headlines to Watch Out For
  • Jewellery Maisons revenue growth driven by Cartier and Van Cleef & Arpels
  • Chinese consumer demand volatility impacts regional luxury sales and margins
  • Specialist Watchmakers performance sensitive to global wholesale and retail inventory levels
  • Divestment of loss-making Yoox Net-A-Porter improves group operating margins and focus
Piotroski VR-10 (Strict) 5.0
Net Income: 3.49b TTM > 0 and > 6% of Revenue
FCF/TA: 0.09 > 0.02 and ΔFCF/TA 0.73 > 1.0
NWC/Revenue: 87.56% < 20% (prev 86.72%; Δ 0.84% < -1%)
CFO/TA 0.11 > 3% & CFO 4.86b > Net Income 3.49b
Net Debt (989.9m) to EBITDA (6.30b): 0.16 < 3
Current Ratio: 3.10 > 1.5 & < 3
Outstanding Shares: last quarter (590.2m) vs 12m ago 0.82% < -2%
Gross Margin: 64.30% > 18% (prev 66.91%; Δ -2.61% > 0.5%)
Asset Turnover: 53.62% > 50% (prev 52.19%; Δ 1.43% > 0%)
Interest Coverage Ratio: 5.46 > 6 (EBIT TTM 4.69b / Interest Expense TTM 858.4m)
Altman Z'' 6.48
A: 0.46 (Total Current Assets 29.0b - Total Current Liabilities 9.38b) / Total Assets 42.8b
B: 0.41 (Retained Earnings 17.6b / Total Assets 42.8b)
C: 0.11 (EBIT TTM 4.69b / Avg Total Assets 41.9b)
D: 1.30 (Book Value of Equity 24.2b / Total Liabilities 18.6b)
Altman-Z'' = 6.48 = AAA
Beneish M -2.93
DSRI: 0.99 (Receivables 1.71b/1.64b, Revenue 22.5b/21.4b)
GMI: 1.04 (GM 66.91% / 64.30%)
AQI: 1.05 (AQ_t 0.11 / AQ_t-1 0.11)
SGI: 1.05 (Revenue 22.5b / 21.4b)
TATA: -0.03 (NI 3.49b - CFO 4.86b) / TA 42.8b)
Beneish M = -2.93 (Cap -4..+1) = A
What is the price of CFR shares?

As of June 17, 2026, the stock is trading at CHF 182.75 with a total of 1,311,826 shares traded.
Over the past week, the price has changed by +9.58%, over one month by +16.16%, over three months by +31.07% and over the past year by +20.96%.

Is CFR a buy, sell or hold?

Compagnie Financière has no consensus analysts rating.

Compagnie Financière (CFR) - Fundamental Data Overview as of 13 June 2026
Market Cap USD = 132b (105b CHF * 1.258 CHF.USD)
Market Cap EUR = 114b (105b CHF * 1.0853 CHF.EUR)
P/E Trailing = 33.1296
P/E Forward = 27.8552
P/S = 4.6915
P/B = 4.6203
P/EG = 2.4568
Revenue TTM = 22.5b EUR
EBIT TTM = 4.69b EUR
EBITDA TTM = 6.30b EUR
Long Term Debt = 4.49b EUR (from longTermDebt, last quarter)
Short Term Debt = 5.02b EUR (from shortTermDebt, last quarter)
Debt = 18.3b EUR (from shortLongTermDebtTotal, last quarter) + Leases 4.78b
Net Debt = 989.9m EUR (calculated: Debt 18.3b - CCE 17.3b)
Enterprise Value = 115b EUR (114b + Debt 18.3b - CCE 17.3b)
Interest Coverage Ratio = 5.46 (Ebit TTM 4.69b / Interest Expense TTM 858.4m)
EV/FCF = 29.80x (Enterprise Value 115b / FCF TTM 3.86b)
FCF Yield = 3.36% (FCF TTM 3.86b / Enterprise Value 115b)
FCF Margin = 17.20% (FCF TTM 3.86b / Revenue TTM 22.5b)
Net Margin = 15.54% (Net Income TTM 3.49b / Revenue TTM 22.5b)
Gross Margin = 64.30% ((Revenue TTM 22.5b - Cost of Revenue TTM 8.02b) / Revenue TTM)
Gross Margin QoQ = 63.55% (prev 65.14%)
Tobins Q-Ratio = 2.69 (Enterprise Value 115b / Total Assets 42.8b)
Interest Expense / Debt = 4.69% (Interest Expense 858.4m / Debt 18.3b)
Taxrate = 20.37% (887.7m / 4.36b)
NOPAT = 3.73b (EBIT 4.69b * (1 - 20.37%))
Current Ratio = 3.10 (Total Current Assets 29.0b / Total Current Liabilities 9.38b)
Debt / Equity = 0.76 (Debt 18.3b / totalStockholderEquity, last quarter 24.2b)
Debt / EBITDA = 0.16 (Net Debt 989.9m / EBITDA 6.30b)
Debt / FCF = 0.26 (Net Debt 989.9m / FCF TTM 3.86b)
Total Stockholder Equity = 22.1b (last 4 quarters mean from totalStockholderEquity)
RoA = 8.33% (Net Income 3.49b / Total Assets 42.8b)
RoE = 15.80% (Net Income TTM 3.49b / Total Stockholder Equity 22.1b)
RoCE = 17.63% (EBIT 4.69b / Capital Employed (Equity 22.1b + L.T.Debt 4.49b))
RoIC = 10.00% (NOPAT 3.73b / Invested Capital 37.3b)
WACC = 8.54% (E(114b)/V(132b) * Re(9.31%) + D(18.3b)/V(132b) * Rd(4.69%) * (1-Tc(0.20)))
Discount Rate = 9.31% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 89.89 | Cagr: 1.69%
[DCF] Terminal Value 77.13% ; FCFF base≈3.68b ; Y1≈4.17b ; Y5≈5.94b
[DCF] Fair Price = 160.6 (EV 86.8b - Net Debt 989.9m = Equity 85.8b / Shares 534.2m; r=8.54% [WACC]; 5y FCF grow 13.56% → 2.50% )
EPS Correlation: 26.12 | EPS CAGR: 1.50% | SUE: 0.0 | # QB: 0
Revenue Correlation: 92.29 | Revenue CAGR: 3.87% | SUE: 0.06 | # QB: 0
EPS current Year (2027-03-31): EPS=6.98 | Chg30d=+1.13% | Revisions=+40% | GrowthEPS=+14.2% | GrowthRev=+7.8%
EPS next Year (2028-03-31): EPS=7.99 | Chg30d=+0.40% | Revisions=+29% | GrowthEPS=+14.4% | GrowthRev=+7.1%
[Analyst] Revisions Ratio: +40%