Consumer Defensive
Live Price
Offline$11.76
-0.93% today
1Y Change
-31.43%
Window
Jun 27, 2025 → Jun 26, 2026
Coverage: 250 bars · Jun 27, 2025 → Jun 26, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Chocoladefabriken Lindt & Sprüngli AG - American Depositary Receipt (CHLSY) is a Consumer Defensive stock with a market cap of $21.58B and listed on OTC. The stock last traded around $11.76 and down 31.4% across the available one-year price window (Jun 27, 2025 → Jun 26, 2026). Baseline metrics include revenue growth of +3.3%, EPS growth of +3.3%, a dividend yield of 1.9%. What stands out right now is revenue +3.3%, EPS +3.3%, free cash flow -72.8% with operating margin 16.4% and ROIC 10.0%. The dividend is present but secondary, with a yield around 1.9%. Valuation is more restrained than many high-expectation growth names at P/E 29.6 and price/sales 3.6. Stock Foundry combines CHLSY price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Defensive peers on this page.
Benchmark Edge
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
Relative Read
CHLSY is 49.98 pts behind over the shared 1Y window.
CHLSY had 25.74 pts deeper max drawdown than SPY.
CHLSY beat SPY in 0 of 2 calendar years shown and trailed in 2.
CHLSY
-31.43%
Normalized return
SPY
+18.55%
S&P 500
Excess Return
-49.98 pts
Relative to SPY
CHLSY Max Drawdown
-34.87%
Trailing 1Y
SPY Max Drawdown
-9.13%
Trailing 1Y
Uses the longest available daily history for CHLSY and SPY.
| Year | CHLSY | SPY | Excess | Leader |
|---|---|---|---|---|
| 2026 | -20.59% | +6.71% | -27.30 pts | SPY |
| 2025 | -13.12% | +11.73% | -24.84 pts | SPY |
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$4.6B
-7.7% YoY
FY Net Income
$490.5M
-13.9% YoY
Free Cash Flow
$586.0M
+11.4% YoY
Revenue Growth
+3.3%
EPS Growth
+3.3%
Gross Margin
50.4%
Net Margin
12.3%
Income statement
CHF
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | 5.6B | 5.5B | 5.2B | 5.0B | 4.6B |
| Gross Profit | 2.2B | 3.6B | 3.5B | 3.3B | 3.1B |
| Operating Income | 937M | 884M | 813M | 745M | 645M |
| EBITDA | 1.2B | 1.2B | 1.1B | 1.0B | 924M |
| Net Income | 695M | 672M | 671M | 570M | 491M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
CHF
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Cash & Equivalents | 669M | 931M | 462M | 865M | 937M |
| Total Assets | 9.3B | 9.2B | 7.9B | 7.9B | 9.0B |
| Total Liabilities | 4.3B | 4.3B | 3.6B | 3.5B | 3.7B |
| Shareholder Equity | 5.0B | 4.8B | 4.3B | 4.4B | 5.2B |
| Total Debt | 1.8B | 1.7B | 1.4B | 1.4B | 1.5B |
| Net Debt | 1.1B | 733M | 944M | 572M | 545M |
Cash flow positioning
Latest Full Year
Operating Cash Flow
827M
+9.4% YoY
Capital Expenditures
241M
-4.7% YoY
Free Cash Flow
586M
+11.4% YoY
Key ratios
Gross Margin
50.4%
Operating Margin
16.4%
Net Margin
12.3%
ROE
15.0%
Debt / Equity
0.36x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.