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BFG.MI

HOLDREMOVE

B.F. S.p.A. · Consumer Defensive · Italy · $1.5B · Avg Vol: $2M/d

37
StockRank
Q
26
V
24
M
78
P/E (TTM)
124.3x
ROE
1.4%
D/E
0.3x
Dividend %
0.8%
Director Trades · 180d
None in 180d →
Subst. holders: +$397.1M
Buybacks · 180d
None in 180d →
AI CONVICTION THESIS

B.F. S.p.A. is an Italian agricultural operator. Despite potential tailwinds from the commodity supercycle in agriculture, the business is highly asset-heavy, capital-intensive, and exhibits low quality metrics (Q-score of 25) that fail our Terry Smith quality filter.

COMPANY DESCRIPTION

B.F. S.p.A. is an agro-industrial holding company that owns Bonifiche Ferraresi, the largest single agricultural landowner in Italy by utilized agricultural area. The company's competitive moat lies in its massive scale, vertically integrated 'from seed to shelf' business model, and advanced precision farming technologies. B.F. S.p.A. operates as a dominant player in the Italian agricultural sector, supplying high-quality raw materials and packaged food products.

FINANCIAL SUMMARY (USD)

Year20212022202320242025CAGR
Revenue324.1M1.2B1.5B1.6B—70.8%
EPS—0.030.010.050.0517.1%
Shares—187.1M187.1M261.9M261.9M+40.0%
Debt—172.3M404.4M423.1M524.1M44.9%
Equity—540.4M562.7M856.3M907.6M18.9%
Op CF—62.5M105.0M-39.9M-24.1M67.9%
Inv CF—-8.0M-59.5M-109.5M-210.0M—
Fin CF—46.4M10.2M346.9M144.2M—
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PRICE (1Y)-0.2%
5.645.655.675.695.71May 14Jun 4Jun 24
SMA 50SMA 200
Close
$5.69
RSI (14)
75.0
52W High
$5.72
From 52W High
1.0%

SCORE BREAKDOWN

Quality
26
ROIC (ROA)
1.3%*13.0
ROE
1.4%17.8
GP/Assets
10.5%11.7
Op. Margin
3.2%29.3
FCF/Assets
—N/A
Piotroski
216.9
Int. Cover
50.0x86.0
D/E Ratio
0.34x56.2
Current Ratio
1.28x38.3
Value
24
P/E (TTM)
124.3x3.4
EV/EBITDA
20.5x14.6
P/FCF
—N/A
P/B
1.6x50.5
P/S
0.8x59.5
Div Yield
0.8%9.8
Momentum
78
52W High %
100%98.4
RS 6M
7%82.4
SMA 50/200
1.10x85.7
EPS Rev 4W
-0.4%46.1
EPS Rev 12W
—N/A
EPS Improve
+133%78.9
Q Growth
—N/A

FUNDAMENTALS

Market Cap
$1.5B
P/E (Forward)
53.4x
Gross Margin
14.2%

SECTOR PEERS

Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of BFG.MI are excluded.

TickerCompanyMkt CapStockRankSignal
BFG.MIB.F. S.p.A.(you)$1.5B37HOLD
NWL.MINewPrinces S.p.A.$699M49HOLD
MARR.MIMARR S.p.A.$479M32SELL
ITM.MIItalmobiliare S.p.A.$1.4B64HOLD
FF.MIFine Foods & Pharmaceuticals N.T.M. S.p.A.$229M35SELL
CPR.MIDavide Campari-Milano N.V.$7.5B49HOLD
ORS.MIOrsero S.p.A.$302M75BUY
IWB.MIItalian Wine Brands S.p.A.$199M77BUY
ENV.MIEnervit S.p.A.$100M86STRONG BUY

Peer medians: ROE 8.4% · P/E 16.4x · Gross margin 27.8%

B.F. S.p.A. (BFG.MI) — Stock Score Summary

B.F. S.p.A. (BFG.MI) has a MoatMap StockRank of 37/100 based on Quality (26/100), Value (24/100), and Momentum (78/100) factor scores. The current signal is HOLD. B.F. S.p.A. is an Italian agricultural operator. Despite potential tailwinds from the commodity supercycle in agriculture, the business is highly asset-heavy, capital-intensive, and exhibits low quality metrics (Q-score of 25) that fail our Terry Smith quality filter.

B.F. S.p.A. is an agro-industrial holding company that owns Bonifiche Ferraresi, the largest single agricultural landowner in Italy by utilized agricultural area. The company's competitive moat lies in its massive scale, vertically integrated 'from seed to shelf' business model, and advanced precision farming technologies. B.F. S.p.A. operates as a dominant player in the Italian agricultural sector, supplying high-quality raw materials and packaged food products.

Key Financial Metrics

Price$5.69
Market Cap$1.5B
P/E (TTM)124.25
P/E (Forward)53.44
Price/Book1.63
Return on Equity1.4%
Debt/Equity34.32
Gross Margin14.2%
Operating Margin3.2%
Revenue Growth19.9%
Dividend Yield0.8%

B.F. S.p.A. operates in the Farm Products industry, part of the Consumer Defensive sector (Italy).

Frequently Asked Questions

What is B.F. S.p.A.’s (BFG.MI) StockRank?
MoatMap’s StockRank for B.F. S.p.A. (BFG.MI) is 37/100, with a Hold signal. It is a composite of Quality (26), Value (24), and Momentum (78) factor ranks across MoatMap’s 20,000+ stock universe.
Does B.F. S.p.A. have an economic moat?
B.F. S.p.A. (BFG.MI) has a Quality factor score of 26/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is B.F. S.p.A. a buy, hold, or sell?
MoatMap’s current signal for B.F. S.p.A. (BFG.MI) is Hold, based on a StockRank of 37/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is B.F. S.p.A. in?
B.F. S.p.A. (BFG.MI) operates in the Consumer Defensive sector, specifically the Farm Products industry (Italy).
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