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ETF-DIY Share #5: Frosta | Valuation & analysis in a 17-point check

As part of my ETF DIY project, I analyzed $NLM (-0,59%) analyzed my self-developed scoring system:

Based on feedback, I have made my points distribution a little more transparent and comprehensible. Thanks to @Epi for the constructive criticism.


Moat: 3/5

  • Market position: +
  • Differentiability/uniqueness: +
  • Switching costs: -
  • Technological superiority: -
  • Brand loyalty: +


Growth: 2/5

  • Turnover & profit: +
  • Scalability: -
  • Industry trends: +
  • Ability to innovate: -
  • Geographic expansion / market penetration: -


Risk: 5/5

  • Regulatory & geopolitical risks: +
  • Market risks: +
  • Competitive situation: +
  • Balance sheet quality: +
  • Dependence on sales drivers: +


Dividend quality: 1/1

  • Stable dividend


Personal belief: 1/1

  • Future potential in the fitness market and comparable markets


Total: 12/17

-> Frosta is saved with a factor of 3.


If you are not yet familiar with my system and the ETF-DIY project - just take a look at my profile.


The complete analysis and my thoughts on it can also be found on YouTube:

https://www.youtube.com/watch?v=tfMywGFZMIw

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