1D·

Solid & profitable - also currently valued favorably

They are not active in the field of artificial intelligence, nor do they produce weapons or make headlines. But they are solid and profitable: companies with solid growth, stable earnings and healthy balance sheets.

However, they are still largely ignored - which is precisely why they are cheap.

Three cash flow gems from the German equity universe - stocks with stability, cash flow and substance - that usually fly under the radar:

$NLM (+2,75%) - Frozen food manufacturer Frosta

$EUK2 - port operator Eurokai

$CWC (+1,36%) - Photo book champion Cewe

Welt" has identified further candidates with the help of three key figures: Cash flow yield, dividends and balance sheet stability.

$KSB (+0,25%) - KSB. A company that specializes in pumps, valves and associated systems and is one of the world's leading suppliers. The share has risen by an average of 33 percent annually over the last five years, but is still cheaply valued.

$COK (+0%) - Cancom. The company is one of Germany's leading IT service providers and supports companies in their digital transformation - from IT consulting to cloud and security solutions to the operation of complete infrastructures.

$UZU (+2,79%) - Uzin Utz. The company is a typical "hidden champion": the Ulm-based family business specializes internationally in floor laying systems - from adhesives to machines - and is active in over 50 countries. Despite the weak construction industry, the company is proving robust. A solid balance sheet with a high equity ratio, stable cash flow and shareholder-friendly dividends ensure stability.

Six shares, six stories, one common denominator - solid figures, little hype and attractive potential

Source & graphic: "Welt", 21.07.25

5 Comentários

Tenbagger2024@Tenbagger2024

Thank you my dear,
for the introduction.
I'm always a bit skeptical when it comes to food. Although people always eat.
But rising commodity prices are squeezing margins.
And for me, Unilever and Nestlé are big elephants with hardly any growth left.
But Frosta is one of those stocks that I would add to my portfolio.
The frozen food market is growing and ready meals are becoming increasingly popular.
And Frosta is doing a lot of things right here by not adding any additives to its products.
Frosta is there for everyone.

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All-in-or-nothing@All-in-or-nothing

@Tenbagger2024 In addition to this (I once saw this in a very detailed report), Frosta uses a lot of land in the smallest possible radius around the production facilities, the farmers often produce exclusively for Frosta and are paid accordingly. This ensures a relatively high level of supplier loyalty and extensive control of the entire supply chain. Frosta then determines what, how and where to produce based on sales trends and where the greatest demand is. This also gives the company great flexibility. I also think it's an exciting investment idea.

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All-in-or-nothing@All-in-or-nothing

@Tenbagger2024 In addition, the company itself is also very active in the private label business, so large customers for large quantities, but with lower margins, are also available across the board. The higher margins are of course in our own business, but I think we are already quite well diversified in our own central business area.

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Tenbagger2024@Tenbagger2024

@All-in-or-nothing
I think Frosta is doing a lot of things right.
Frosta is also a supplier for some private labels.
And the demand for own brands is rising continuously.
Frosta is also increasing its dividend yield to over 3%

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investment_guru_2035@investment_guru_2035

Listened to the Welt podcast on the topic on the way into work 😃 I'm already invested in Frosta, currently the only consumer goods stock (besides Kri Kri Milk Industry) that I find exciting.

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