Consumer Defensive
P/F Bakkafrost(BKFKF)
Live Price
Offline$41.47
+0.00% today
1Y Change
-12.51%
Window
Jun 26, 2025 β Jun 23, 2026
- Market Cap
- $17.86B
- Revenue Growth
- -9.6%
- EPS Growth
- -22.0%
- Dividend Yield
- 1.2%
Coverage: 248 bars Β· Jun 26, 2025 β Jun 23, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
P/F Bakkafrost (BKFKF) is a Consumer Defensive stock with a market cap of $17.86B and listed on OTC. The stock last traded around $41.47 and down 12.5% across the available one-year price window (Jun 26, 2025 β Jun 23, 2026). Baseline metrics include revenue growth of -9.6%, EPS growth of -22.0%, a dividend yield of 1.2%. What stands out right now is revenue -9.6%, EPS -22.0%, free cash flow -115.9% with operating margin 1.9% and ROIC 0.6%. The dividend is present but secondary, with a yield around 1.2%. Valuation already assumes a fairly strong business story at P/E 34.6 and price/sales 2.6. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines BKFKF price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Defensive peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
-9.6% vs +1.7% peer median
Operating Margin
Below sector median
+1.9% vs +6.6% peer median
P/E
Above sector median
34.6 vs 14.0 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 19, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at -9.6% and EPS is at -22.0%, with operating margin around 1.9%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 1.2%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +3.8% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS Ξ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 19, 2026 | β | +0.0% | +2.8% | -14.5% |
2026 Feb 9, 2026 | -16.0% | +0.0% | +0.0% | -4.3% |
2025 Nov 4, 2025 | +189.8% | +0.0% | +8.5% | -3.0% |
Benchmark Edge
BKFKF vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
BKFKF
β
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
BKFKF Max Drawdown
-20.60%
Trailing 1Y
SPY Max Drawdown
β
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for BKFKF and SPY.
Company Overview
P/F Bakkafrost
OTC
P/F Bakkafrost is a leading Faroese salmon farming company headquartered in Glyvrar on the island of Eysturoy in the Faroe Islands. Founded in 1968 by the Jacobsen brothers, it has grown into the largest fish farming company in the Faroe Islands and the third-largest salmon producer worldwide, serving as the biggest private employer in the region. The company operates across three key segments: Farming in the Faroe Islands and Scotland, Value-Added Products for retail portions, and Fishmeal, Oil & Feed production, primarily for internal use to ensure salmon quality. Highly vertically integrated, P/F Bakkafrost controls the entire value chain from roe and sustainable feed sourcing to processing, smoking, shipping via its own fleet including wellboats and cargo aircraft, and global distribution to Europe, North America, and Asia. Notable facilities include the world's largest hatchery on BorΓ°oy and advanced slaughterhouses. Committed to sustainability, it holds ASC certification, emphasizes fish welfare, and uses by-products in feed to minimize environmental impact, producing nutritious salmon rich in omega-3s and supporting global food security.
- Leadership
- Mr. Ahmed Khaled El-Hoshy
- Employees
- 1.8k
- Street Address
- Bakkavegur 9, PO Box 221
- Mailing
- Glyvrar, MI, 625
- Region
- Glyvrar, MI, Denmark
- Last Updated
- May 7, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 34.6
- EV/EBITDA
- 15.0
- Price/Sales
- 2.6
- Price/Book
- 1.6
Growth
- Revenue
- -9.6%
- EPS
- -22.0%
- Free Cash Flow
- -115.9%
Profitability
- Gross Margin
- 28.4%
- Operating Margin
- 1.9%
- Net Margin
- 7.4%
- ROE
- 4.8%
- ROIC
- 0.6%
Balance Sheet
- Debt/Equity
- 0.53
- Current Ratio
- 6.55
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.