contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  createdAt
  changedAt
  isPremium
  authors {
    __typename
    name
    pageUrl
    id
  }
  companies {
    name
    id
  }
  tags {
    name
    id
  }
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
      researchContentUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


modular-finance-ir-consensus-huhtamaki-consensus-estimates-q4-2025

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

Huhtamäki is a manufacturing company. The company conducts operations in the packaging industry. The company's packaging is used for food products and includes fiber packaging, cartons, copper and other containers. The products are mainly delivered to customers in the food industry on a global level, mainly in Europe, South America and Asia. The company's head office is located in Espoo, Finland.

Having stagnated for years, Huhtamäki is drawing more and more talk among investors as the share price continues to slide. But is it a value trap? I challenged Antti on this at the end of last year, but the video hasn’t aged a bit. That’s why I’m bringing it back to the thread as a reminder.                    Inderes              Onko Huhtamäki arvoansa? | Analyytikko vs Bullero - Inderes    Aika: 22.12.2025 klo 12.06 Huhtamäen osake on laskenut samalla, kun yksityissijoittajat tankkaavat putoavaa puukkoa.

Inderes: “Huhtamäki’s adjusted P/E ratios for 2026 and 2027 based on our forecasts are 12x and 10x, and the corresponding EV/EBITDA multiples are approximately 7x and 6x. Dividend yields for the coming years are at the 4% level. Multiples for this year have already slipped approximately 10-15% below the company’s 5-year medians. We consider these valuation levels moderate for Huhtamäki, given the company’s reasonable longer-term growth outlook and fairly defensive business portfolio. The stock’s one-year expected return, consisting of valuation upside and dividends, still clearly exceeds our required rate of return. The DCF value also supports a clearly positive view of the stock.”

Here is Antti’s pre-result company report, as Huhtamäki reports its Q1 results on Wednesday, April 29th  We reiterate our Buy recommendation for Huhtamäki and adjust our target price for the company to EUR 36.00 (prev. EUR 37.00) following a decrease in current year estimates due to the negative repercussions of the war in Iran on the consumer sector and raw material markets. Huhtamäki’s earnings growth outlook is shifting once again, but in our view, the upside potential of the low valuation (2026e: P/E 12x) and the dividend still encourage patience.                   Inderes              Huhtamäki Q1'26-ennakko: Tämän vuoden tuloskasvu on lipsumassa käsistä - Inderes    Toistamme Huhtamäen osta-suosituksemme ja tarkastamme yhtiön tavoitehintamme 36,00 euroon (aik. 37,00 €) kuluvan vuoden ennusteiden laskettua Iranin sodan kuluttajasektoriin ja raaka-ainemarkkinoihin aiheuttamien negatiivisten heijasteiden myötä....

It seems to be much the same in other capital-intensive sectors as well; I just compared Valmet and Huhtamäki’s charts and key figures for fun, and to put it bluntly, they are exactly the same, both in terms of share price movements and valuation based on the figures. So I was thinking of adding one or the other to my portfolio… and looking back 5 years, it really doesn’t matter which one you pick

Based on stock prices, many listed peers haven’t performed particularly strongly in recent years either. There are, of course, significant differences in the companies’ product portfolios and geographical distribution.

The chronic undervaluation is truly baffling. P/E 11, growing dividend yield of 4%, free cash flow of €311M, and yet the share price just keeps wallowing lower. If the earnings performance is like this during sluggish demand, what will it be if the market situation improves?

Here is a quick read about Huhtamäki from SalkunRakentaja.   The positive expected return is driven by a combination of low valuation, a strengthened balance sheet, and dividend yield. For a contrarian investor, Huhtamäki is a typical case where market caution has pushed multiples to the historical low end for a relatively high-quality company.  Subheadings:  Savings program delivered results faster than expected Multiples have dropped to the historical low end Fiber Packaging is performing well, other segments are stalling Risks and opportunities in balance                    SalkunRakentaja – 19 Apr 26              Huhtamäki on analyytikoiden suursuosikki – arvostus painunut historiallisesti...    Pakkausyhtiö Huhtamäen osake on valunut vuoden aikana lähes vuosikymmenen pohjalukemiin.

Huhtamäki

Estimates compiled by Modular Finance on behalf of Huhtamäki.Number of contributors: 12 (all of which have been updated or confirmed before the report)KPI (MEUR, unless otherwise specified)Q4...

<div class="mfn-body"><p>Estimates compiled by Modular Finance on behalf of Huhtamäki.</p><p>Number of contributors: 12 (all of which have been updated or confirmed before the report)</p><table><tbody><tr><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" width="76.6%" valign="bottom" rowspan="1" colspan="1"><strong>KPI (MEUR, unless otherwise specified)</strong></td><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" valign="bottom" rowspan="1" colspan="1" align="right"><strong>Q4 2025E</strong></td></tr><tr><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" width="76.6%" valign="bottom" rowspan="1" colspan="1">Net sales</td><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" valign="bottom" rowspan="1" colspan="1" align="right">1,000.8</td></tr><tr><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" width="76.6%" valign="bottom" rowspan="1" colspan="1">Adjusted EBIT</td><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" valign="bottom" rowspan="1" colspan="1" align="right">100.3</td></tr><tr><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" width="76.6%" valign="bottom" rowspan="1" colspan="1">EBIT</td><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" valign="bottom" rowspan="1" colspan="1" align="right">97.6</td></tr><tr><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" width="76.6%" valign="bottom" rowspan="1" colspan="1">Profit for the period</td><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" valign="bottom" rowspan="1" colspan="1" align="right">62.1</td></tr><tr><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" width="76.6%" valign="bottom" rowspan="1" colspan="1">Adjusted earnings per share (EUR)</td><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" valign="bottom" rowspan="1" colspan="1" align="right">0.60</td></tr><tr><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" width="76.6%" valign="bottom" rowspan="1" colspan="1">Earnings per share (EUR)</td><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" valign="bottom" rowspan="1" colspan="1" align="right">0.57</td></tr></tbody></table><p>More consensus estimates can be found on Huhtamäki’s webpage:&nbsp;https://www.huhtamaki.com/en/investors/huhtamaki-share/consensus-data/</p><p>Huhtamäki’s Q4 report will be published on Friday 13 February at 08:30 EET.</p></div><div class="mfn-footer mfn-attachment mfn-attachment-general"><p><strong class="mfn-heading-1">Attachments</strong><br><a rel="noopener" href="https://storage.mfn.se/7e1a8669-4293-4c5a-b7b3-e45b4d29ee05/huhtamaki-consensus-estimates-q4-2025.pdf" class="mfn-generated mfn-primary">Huhtamäki – Consensus estimates Q4 2025</a></p></div>

KPI (MEUR, unless otherwise specified)	Q4 2025E
Net sales	1,000.8
Adjusted EBIT	100.3
EBIT	97.6
Profit for the period	62.1
Adjusted earnings per share (EUR)	0.60
Earnings per share (EUR)	0.57