CPH Group AG, a Swiss company on the SIX exchange, makes paper and paper products, a category too broad to be useful, so the specifics matter: check with the company's filings before relying on any product-level claim. What the numbers show is a business with a 48.4% gross margin and a 10.8% operating margin, which is unusually high for paper, and a 10.1% ROE on a CHF 341M market cap. Revenue growth has been essentially flat at 0.1%, so the investment case rests on margin durability and valuation rather than top-line expansion. At 16.6x trailing earnings against 11.6x forward, the market is pricing in a meaningful earnings rebound, which is the first thing to test. The next step is to pull the segment disclosures and see whether the forward estimates are backed by cost or mix changes that can actually be seen in reported results.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
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Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:52 CEST | ACCE price target | CHF 59.00 | first publication | CHF 56.80 |
| 22 Oct 2026, 14:04 CEST | Rating | Overvalued | first publication | CHF 55.40 |
| 22 Oct 2026, 14:04 CEST | Fair value | CHF 41.68 | first publication | CHF 55.40 |
Answered from CPH Group AG fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| CPHN.SW CPH Group AG | CHF 57.20 | CHF 42 | 37% above | 16.7x | 10.1% | 67 | 44 |
| MCM.MC Miquel y Costas & Miquel, S.A. | €9.74 | €12 | 18% below | 11.2x | 9.7% | 74 | 46 |
| CLW Clearwater Paper Corporation Common Stock | $19.04 | - | - | - | -10.4% | 27 | 39 |
| ENC.MC ENCE Energía y Celulosa, S.A. | €2.20 | - | - | - | -12.8% | 39 | 34 |
| 2002.HK China Sunshine Paper Holdings Company Limited | HK$1.71 | HK$4 | 54% below | 12.4x | 2.9% | 25 | 58 |
| IBG.MC Iberpapel Gestión, S.A. | €16.60 | €27 | 39% below | 830.0x | 0.0% | 46 | 46 |
| ALTR.LS Altri, SGPS, S.A. | €4.26 | €3 | 38% above | 71.0x | 2.8% | 34 | 44 |
Where CPHN.SW ranks against its sector peers on each metric.