Bell AG (BELL) Fair Value & Analysis
Consumer Defensive · CH · Market cap CHF 1.1B · ISIN CH0315966322
What is Bell AG really worth?
A solid business, trading 20% below our fair value of CHF 289.61.
Strengths
Risks
For context
Fair value as of: Aug 30, 2026
From 22 valuation models · updated 6 days ago
Fair value updated Aug 30, 2026, revised from CHF 188.90 to CHF 289.61 (+53.3%) since Aug 27, 2026. Share price +27.7% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- Solid quality (55/100) at a price below fair value, the discount is the argument here, not the business quality.
- The price sits in the lower half of our model range, the side with the larger margin of safety.
- Read the verdict with care: some models are missing inputs, so the estimate scatters more than usual.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 30, 2026.
How to read this chart
60‑month range CHF 171.60 – CHF 288.72 · fair‑value band CHF 217.22 – CHF 289.61 · the CHF 233.00 price screens below the CHF 289.61 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 30, 2026.
Analysis
Bell AG (BELL) currently trades at CHF 233.00, while our model-based Fair Value estimate is CHF 289.61, implying the stock looks roughly 19.5% undervalued today. The Quality Score stands at 55/100 (solid quality), in the Consumer Defensive sector. Bull case: the Growth Earnings group reads highest at a median of CHF 195.62 per share, and 3 of the 19 models we run sit above the CHF 233.00 price. Bear case: the Earnings-Based group reads lowest at CHF 54.34, and 16 of the 19 models stay below the price. Evidence for this calculation is medium.
Over the trailing twelve months, Bell AG generated revenue of CHF 4.9B at a net margin of 1.4%. Revenue grew 2.9% year over year. It earns a return on equity of 4.3%. Net debt stands at CHF 866M. Fundamentals as of Aug 30, 2026
Our scenario range runs from CHF 217.22 (bear case) to CHF 289.61 (bull case); at CHF 233.00, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 11% below its 52-week high and 33% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at −27% fair-value upside, at 24%, BELL screens cheaper than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly CHF 2.78 per share, which is 1.0 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 22 models by family
Widest divergence: Growth Earnings (CHF 195.62) versus Economic Profit (CHF 17.51). Highest evidence: Residual Income (76).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 30, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 55 · Market factors (momentum, volatility) 64
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Bell Food Group AG engages in the processing of meat and convenience products for the retail, food service, and food industries in Switzerland.
Full company description
Bell Food Group AG engages in the processing of meat and convenience products for the retail, food service, and food industries in Switzerland. The company offers meat products, such as beef, veal, pork, and lamb; charcuterie consisting of dried ham and cured sausage specialties; chicken and turkey poultry products; and seafood, crustaceans, and frozen products. It also provides convenience products, such as meals, chilled pasta, ready-to-serve pizzas, and sauces; to-go products, which includes salad meals, sandwiches, muesli, fruit cups and wraps; vegetarian and vegan products that includes ready-cut salads, fruit and vegetables, vegetarian sauces, soups and menu components, tofu, and hummus, as well as plant-based meat alternatives, such as burgers, sausages, steaks, and schnitzels; and non-perishable convenience products comprising soups, sauces, bouillons, seasoning mixes, dressings and dips, desserts, functional foods, chilled herb products, canned vegetables, and menu components. The company sells its products under the Bell, Abraham, Cher-Mignon, Geiser, Gourmet Naturel, Hubers, Le Buron des Puys, Maison de Savoie, Mossieur Polette, and Sanchez Alcaraz brands; and convenience brands that include Bresc, Eden, Erntesegen, Eisberg, Hilcona, Hügli, It's Vegic, La Pasteria, Vogeley, Stein's BEST, Nature Company, Green Mountain, tellofix, and Tutto Gusto. The company was founded in 1869 and is headquartered in Basel, Switzerland. Bell Food Group AG is a subsidiary of Coop Group Cooperative.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Bell AG reported revenue of CHF 4.9B in FY2025 versus CHF 4.2B in FY2021, a compound +4.1%/yr. Reported net income was CHF 69.6M in FY2025, compounding −14.0%/yr from FY2021.
of which total revenue +5.6 % · buybacks/dilution −4.9 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
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Peer Group
Packaged Foods · 648 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Packaged Foods median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 45/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Packaged Foods stocks, each showing price versus our Fair Value estimate (as of Aug 30, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Nestlé S.A NESN | CHF 78.62 | CHF 57.26 | −27% |
| Danone S.A BN | €64.28 | €48.41 | −25% |
| Nestlé India Limited NESTLEIND | ₹1,478 | ₹251.94 | −83% |
| The Kraft Heinz Company KHC | $25.13 | $24.59 | −2% |
| Foshan Haitian Flavouring and Food Company 603288 | ¥35.05 | ¥21.93 | −37% |
| Inner Mongolia Yili Industrial Group 600887 | ¥25.51 | ¥32.50 | +27% |
| Yihai Kerry Arawana Holdings 300999 | ¥25.28 | ¥9.89 | −61% |
| General Mills, Inc GIS | $40.44 | $28.32 | −30% |
| Wilmar International Limited F34 | 3.64 SGD | 3.89 SGD | +7% |
| Britannia Industries Limited BRITANNIA | ₹5,511 | ₹1,765 | −68% |
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