Added to YB: 2026-01-23
Pitch date: 2026-01-21
NOMD [bullish]
Nomad Foods Limited
-15.63%
current return
Author Info
No bio for this author
Company Info
Nomad Foods Limited, together with its subsidiaries, manufactures, markets, and distributes a range of frozen food products in the United Kingdom and internationally.
Market Cap
$1.2B
Pitch Price
$11.68
Price Target
N/A
Dividend
6.96%
EV/EBITDA
6.19
P/E
9.27
EV/Sales
1.04
Sector
Food Products
Category
value
2025 Q4 & FY Portfolio Review - Nomad Foods Limited
NOMD (new position): European frozen food leader (Birds Eye, Findus, Iglo) trading at 9x forward P/E despite strong moat. Volumes pressured by consumers trading down to private labels amid inflation, but input cost stabilization + brand equity should drive recovery. Double-digit FCF yield, aggressive buybacks. Watching for volume recovery confirmation.
Read full article (1 min)