Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
TFF.PA
HOLDREMOVETFF Group · Consumer Cyclical · France · $423M · Avg Vol: $68K/d
TFF Group is a high-quality niche cooperage business, but it lacks a strong connection to our core 18-month macro themes. Without a powerful macro tailwind to drive asymmetric returns, it does not justify a spot in our highly concentrated book.
COMPANY DESCRIPTION
TFF Group is a global market leader in the manufacturing of high-quality oak barrels and containers for the aging of wines and spirits. The company's competitive moat is secured by its vertically integrated wood supply chain, proprietary coopering techniques, and long-standing relationships with prestigious global wineries and distilleries. TFF Group operates as a dominant niche player, benefiting from the premiumization of the global spirits and wine industries.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 352M | 511M | 565M | 494M | 12.0% |
| EPS | 1.92 | 2.83 | 3.02 | 1.65 | -4.9% |
| Shares | 22M | 22M | 22M | 22M | 0.0% |
| Debt | 272M | 333M | 417M | 456M | 18.8% |
| Equity | 473M | 514M | 569M | 566M | 6.2% |
| Op CF | 35M | -2M | 4M | 11M | -30.8% |
| Inv CF | -27M | -33M | -82M | -40M | — |
| Fin CF | -9M | 45M | 65M | 16M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of TFF.PA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| TFF.PA | TFF Group(you) | $423M | 52 | HOLD |
| ALGIL.PA | Groupe Guillin S.A. | $486M | 85 | STRONG BUY |
| VRLA.PA | Verallia Société Anonyme | $2.8B | 60 | HOLD |
| SMCP.PA | SMCP S.A. | $473M | 71 | BUY |
| ELIOR.PA | Elior Group SA | $554M | 35 | SELL |
| VAC.PA | Pierre et Vacances SA | $1.0B | 47 | HOLD |
| CDA.PA | Compagnie des Alpes SA | $1.3B | 50 | HOLD |
| KOF.PA | Kaufman & Broad S.A. | $581M | 72 | BUY |
| BEN.PA | Bénéteau S.A. | $649M | 32 | SELL |
| FNAC.PA | Fnac Darty SA | $1.2B | 68 | BUY |
Peer medians: ROE 7.9% · P/E 18.7x · Gross margin 42.3%