Added to YB: 2026-01-30
Pitch date: 2026-01-22
NEDAP.AS [neutral]
Nedap N.V.
-2.11%
current return
Author Info
The Curious Investor is an investment professional. Writing to help me develop ideas. Looking for feedback to help me avoid blind spots, and to understand counter arguments. Sign up for the newsletter.
Company Info
Nedap N.V., together with its subsidiaries, develops and manufactures electronic equipment and software in the Netherlands, Germany, rest of Europe, North America, and internationally.
Market Cap
EUR 575.8M
Pitch Price
EUR 90.00
Price Target
N/A
Dividend
3.66%
EV/EBITDA
15.10
P/E
27.09
EV/Sales
2.26
Sector
Electronic Equipment, Instruments and Components
Category
growth
The Curious Investor | An update & 8 new positions added in 2025 - New Position: Nedap N.V.
NEDAP.AS (took profit): Dutch software/hardware provider (livestock, healthcare, retail, security) transitioning from license sales to SaaS model. 2025 recovery underway with re-accelerating organic growth. High operational leverage should boost profitability. Trades 4.5% FCF yield, 22x PE. Relatively ignored vs other software names.
Read full article (1 min)