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Acomo N.V (ACOMO) Fair Value & Analysis

Consumer Defensive · NL · Market cap €683M

AN Acomo N.V ACOMO · AS
Price€23.55
Fair Value€28.04
Upside+19.1%
Quality55/100
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Expensive Growth
Thin margins · 5.0% net margin
Low debt · negative free cash flow
6.00% dividend yield
Ranks above peers (9/13)
Moderate moat 49/100
Evidence: High Range €17.36 – €47.37 Share as image

Fair value as of: Jul 18, 2026

From 17 valuation models · updated 22 days ago

Share price +2.6% over the past month.

A solid business, screening 19% undervalued on our models.

What matters now

  • The model range is unusually wide (€17.36 to €47.37). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • Our model range runs from €17.36 (bear) to €47.37 (bull), base €28.04. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 55/100 (solid quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

€26.60 €14.44 Fair Value €28.04 Jun 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.

How to read this chart

60‑month range €14.44 – €26.60 · fair‑value band €17.36 – €47.37 · the €23.55 price screens below the €28.04 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 18, 2026.

Full chart & analysis →

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Analysis

Acomo N.V (ACOMO) currently trades at €23.55, while our model-based Fair Value estimate is €28.04, implying the stock looks roughly 19.1% undervalued today. The Quality Score stands at 55/100 (solid quality), in the Consumer Defensive sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Acomo N.V generated revenue of €1.5B at a net margin of 5.0%. Revenue grew 1.5% year over year. It earns a return on equity of 16.9%. Net debt stands at €377M. Fundamentals as of Jul 18, 2026

Our scenario range runs from €17.36 (bear case) to €47.37 (bull case); at €23.55, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 12% below its 52-week high and 15% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -26% fair-value upside, at 19%, ACOMO screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
Residual Income €14.42 €18.07 €37.77 76
ROIC Compounder €22.48 €29.17 €37.34 72
Gordon GGM €10.10 €18.20 €25.05 70
All 17 models by family
DCF Models
Owner Earnings €24.98 €41.69 €66.10 31
Earnings-Based
Graham-Dodd €16.76 €68.99 €93.99 54
Lynch FV €17.36 €24.80 €32.24 50
PEG = 1.0 €17.36 €24.80 €32.24 46
EPV €20.78 €24.09 €26.85 59
Dividend Discount
Gordon GGM €10.10 €18.20 €25.05 70
DDM Multi-Stage €10.10 €16.62 €19.44 61
Multiples
P/E Multiple €38.83 €51.77 €64.72 63
P/S Multiple €31.43 €41.91 €52.39 58
P/B Multiple €31.43 €41.91 €52.39 55
EV/EBIT €45.75 €62.16 €78.58 53
EV/EBITDA €40.36 €54.98 €69.60 54
EV/Revenue €31.65 €46.71 €61.78 43
Asset-Based
NCAV (Graham) €7.33 €9.82 €14.65 50
Economic Profit
Residual Income €14.42 €18.07 €37.77 76
ROIC Compounder €22.48 €29.17 €37.34 72
Growth Earnings
Growth-Adj P/E €29.91 €42.73 €55.55 68

Widest divergence: Multiples (€46.71) versus Asset-Based (€9.82). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) €1.5B
Revenue growth (YoY) +1.5%
Net margin 5.0%
Return on equity 16.9%
Free cash flow −€79.8M FY2025
P/E ratio 9.7
More key figures
Operating margin 7.5%
EPS (TTM) €2.46
Dividend yield 5.5%
EPS growth (YoY) +13.8%
Net debt €377M FY2025

Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 55/100

Of which business quality 50 · Market factors (momentum, volatility) 57

Profitability 57
Margins and returns on capital today
Quality Growth 50
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 54
Balance sheet, leverage, solvency risk
Investment 89
Disciplined investing over empire-building
Low Volatility 95
Calm price path (market factor)
Momentum 37
Price trend over the last 3–12 months (market factor)
52W Momentum 47
Distance to the 52-week high (market factor)
Net Issuance 79
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Acomo N.V., together with its subsidiaries, engages in sourcing, trading, processing, packaging, and distributing conventional and organic food ingredients and solutions for the food and beverage industry in the Netherlands, Germany, other European countries, North America, and internationally.

Full company description

Acomo N.V., together with its subsidiaries, engages in sourcing, trading, processing, packaging, and distributing conventional and organic food ingredients and solutions for the food and beverage industry in the Netherlands, Germany, other European countries, North America, and internationally. It operates through five segments: Spices and Nuts, Edible Seeds, Organic Ingredients, Tea, and Food Solutions. The Spices and Nuts segment provides tropical products, including pepper, nutmeg, desiccated coconut, shelled and unshelled nuts, dried fruits, dehydrated vegetables, herbs, rice crackers, and snack products. The Edible Seeds segment trades in, processes, and distributes edible seeds, such as poppy, sesame, pumpkin, and flax, as well as sunflower seeds comprising in-kernel and shelled for the snack and retail industries; birdseeds for wildlife; and edible seeds to bakery, spice, and confectionery industries. The Organic Ingredients segment provides a range of organic food products and ingredients in various categories, including cocoa, coffee, fruit and vegetables, edible seeds, nuts and dried fruits, oils, and juice products. The Tea segment trades in, processes, and distributes through warehouses and blending facilities; and monitors and analyzes market development, and shares insight to customers, which include novel appetites for specialty tea. The Food Solutions segment produces and supplies culinary and functional ingredients, plant-based solutions, wet and dry blends, and spice mixes to food companies; and provides product development, manufacturing, packaging, distribution, and inventory management services. It also sells sunflower products under the SunButter brand name. The company was formerly known as Amsterdam Commodities N.V. and changed its name to Acomo N.V. in June 2022. Acomo N.V. was founded in 1908 and is based in Rotterdam, the Netherlands.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Acomo N.V reported revenue of €1.5B in FY2025 versus €1.3B in FY2021, a compound +3.9%/yr. Reported net income was €73.0M in FY2025, compounding +7.9%/yr from FY2021.

Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
€1.5B
Latest YoY
+7.4%
Avg. growth/yr (3Y)
+0.9%
Avg. growth/yr (5Y)
+15.7%
Avg. growth/yr (21Y)
+12.8%
Revenue +3.9%/yr
FY21 €1.3B
FY22 €1.4B
FY23 €1.3B
FY24 €1.4B
FY25 €1.5B
Net income +7.9%/yr
FY21 €54.0M
FY22 €54.7M
FY23 €39.7M
FY24 €45.2M
FY25 €73.0M

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Cite: Fair Value Calculator (2026). "Acomo N.V Fair Value". https://www.fairvalue-calculator.com/stock/ACOMO

Peer Group

Food Distribution · 77 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 55 · Above median
Fair Value upside +19% · Above median
Return on equity (TTM) 17% · Top 25%
Return on assets 8% · Top 25%
Net margin (TTM) 5% · Above median
Operating margin (TTM) 8% · Top 25%
Revenue growth 2% · Below median
Dividend yield (TTM) 6.0% · Top 25%
Debt / equity 0.25× · Higher than median

Valuation Multiples vs Food Distribution median · lower = cheaper

P/E (TTM) 9.4× · Cheaper than 75% of peers
P/B 1.82× · Pricier than median
P/S (TTM) 0.54× · Pricier than median
EV/EBITDA 6.8× · Cheaper than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 59 · sector 21
FUTURE 8 · sector 14
PAST 68 · sector 36
HEALTH 87 · sector 94
DIVIDEND 100 · sector 42

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Food Distribution stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).

Stock Price Fair Value vs Fair Value
Sysco Corporation SYY $81.69 $60.58 -26%
US Foods Holding USFD $99.13 $55.10 -44%
Performance Food Group PFGC $113.17 $37.94 -66%
Jerónimo Martins, SGPS, S.A JMT €17.68 €21.59 +22%
CP Axtra Public Company CPAXT 14.90 THB 17.04 THB +14%
The Chefs' Warehouse, Inc CHEF $95.79 $37.27 -61%
Olam Group VC2 1.33 SGD 2.12 SGD +59%
United Natural Foods, Inc UNFI $50.19 $6.00 -88%
The Andersons, Inc ANDE $79.24 $47.78 -40%
Metcash Limited MTS A$2.92 A$5.33 +83%

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Frequently asked questions

Is Acomo N.V (ACOMO) overvalued or undervalued?
As of Jul 18, 2026, our model estimates a fair value of €28.04 versus a price of €23.55, about +19% (undervalued).
What is the fair value of ACOMO?
Our model-based fair value for Acomo N.V is €28.04 (as of Jul 18, 2026), built from audited fundamentals. The current price is €23.55.
What is the quality score of ACOMO?
Acomo N.V has a Quality Score of 55/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Acomo N.V (ACOMO)?
Acomo N.V reported trailing-twelve-month revenue of about €1.5B (latest available figure, as of Jul 18, 2026).
What is the net profit margin of ACOMO?
The net profit margin of Acomo N.V is about 5.0%, meaning it keeps roughly 5.0% of revenue as net income. Based on the latest reported figures.
Does Acomo N.V pay a dividend?
Acomo N.V currently shows a dividend yield of about 5.45% relative to its recent price (as of Jul 18, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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