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The 3-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past three years. As of today (2026-09-10), HelloFresh SE's 3-Year Sortino Ratio is -1.03.
HelloFresh SE (CHIX:HFGd) 3-Year Sortino Ratio Explanation
The 3-Year Sortino Ratio inidicates the risk-adjusted return of an investment over the past three year. It is calculated as the annualized result of the average three-year monthly excess returns divided by the standard deviation of negative returns in the three-year period. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.
Differnt from the Sharpe Ratio that penalizes both upside and downside volatility equally, the Sortino Ratio penalizes only those returns falling below a user-specified target or required rate of return. The expected returns here is set to the risk-free rate as well.
HelloFresh SE 3-Year Sortino Ratio Related Terms
CHIX:HFGD vs KR, SFM, ACI: 3-Year Sortino Ratio Comparison
For the Grocery Stores subindustry, HelloFresh SE's 3-Year Sortino Ratio, along with its competitors' market caps and 3-Year Sortino Ratio data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
HelloFresh SE 3-Year Sortino Ratio vs Retail - Defensive Industry
For the Retail - Defensive industry and Consumer Defensive sector, HelloFresh SE's 3-Year Sortino Ratio distribution charts can be found below:
* The bar in red indicates where HelloFresh SE's 3-Year Sortino Ratio falls into.
The 3-Year Sortino Ratio measures the risk-adjusted return of an investment asset or portfolio in the last three year, focusing specifically on downside risk rather than total risk. A stock / portfolio's 3-Year Sortino Ratio can be calculated by dividing the difference between the three-year average monthly returns of the investment and the risk-free rate, by the standard deviation of the downside risks over the past three year.
A downside risk is a potential loss from the asset or investment. The Downside risk here is measured by the downside deviation, which is the standard deviation of negative returns.
HelloFresh SE (CHIX:HFGD) has a 3-Year Sortino Ratio of -1.03 as of Sep. 10, 2026. 3-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past three years. View historical data for HelloFresh SE and its competitors.
Is HelloFresh SE's 3-Year Sortino Ratio too high?
HelloFresh SE's current 3-Year Sortino Ratio is -1.03. Overall, HelloFresh SE has a GF Score™ of 49/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does HelloFresh SE's 3-Year Sortino Ratio compare to KR and SFM?
HelloFresh SE's 3-Year Sortino Ratio of -1.03 can be compared against companies in the Retail - Defensive industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year Sortino Ratio for a Retail - Defensive company?
A good 3-Year Sortino Ratio depends on the Retail - Defensive industry context. However, 3-Year Sortino Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year Sortino Ratio mean?
A high 3-Year Sortino Ratio can signal that a stock is expensive relative to its fundamentals. 3-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past three years. View historical data for HelloFresh SE and its competitors. HelloFresh SE's current 3-Year Sortino Ratio is -1.03. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is HelloFresh SE stock overvalued right now?
Based on GuruFocus' analysis, HelloFresh SE (CHIX:HFGD) is currently considered Significantly Undervalued. The stock's GF Value™ is €9.61, compared to a current price of €2.76 — trading 71.3% below its estimated fair value. The current 3-Year Sortino Ratio is -1.03. HelloFresh SE's overall GF Score™ is 49/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year Sortino Ratio calculated?
3-Year Sortino Ratio is calculated from a company's financial statements. For HelloFresh SE (CHIX:HFGD), the current 3-Year Sortino Ratio is -1.03 as of Sep. 10, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is HelloFresh SE (CHIX:HFGD) Overvalued in 2026?
Based on GuruFocus' analysis, HelloFresh SE stock appears to be undervalued.
The current stock price of €2.76 is trading 71.3% below its estimated GF Value™ of €9.61.
GuruFocus considers HelloFresh SE to be Significantly Undervalued.
Key valuation signals for CHIX:HFGD:
3-Year Sortino Ratio: -1.03
GF Value™: €9.61 vs. price of €2.76 (71.3% below fair value)
No single metric tells the full story. See the CHIX:HFGD stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
HelloFresh SE is a digital-first, fast-moving consumer goods (FMCG) company offering personalized, home-delivered meal solutions across a diverse range of meal occasions. Its offerings include meal kits, add-on products, and ready-to-eat meals. The Group manages its meal kit business through various brands such as HelloFresh, Green Chef, EveryPlate, and Chefs Plate, among others. It also operates two smaller businesses, a premium direct-to-customer butcher brand, Good Chop, and a human-grade pet food brand, The Pets Table. HelloFresh's operations are organized into two geographic regions: North America and International. The majority of its revenue is generated from North America, which comprises its business in the United States and Canada.
49GF Score
Get the complete analysis for CHIX:HFGD
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