Added to YB: 2026-03-26
Pitch date: 2026-03-24
NOMD [bullish]
Nomad Foods Limited
-1.54%
current return
Author Info
D Invests is a self taught investor with a focus on quality and value. This newsletter focuses on businesses within their portfolio past and present. Their aim is to double their investments every 5 years resulting in a target 15% CAGR. Sign up for the newsletter.
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
$9.75
Price Target
18.23 (+90%)
Dividend
6.96%
EV/EBITDA
6.19
P/E
9.27
EV/Sales
1.04
Sector
Food Products
Category
value
Nomad Foods - The Yield Machine
NOMD: Europe's largest frozen food co (Birds Eye, iglo, Findus) trading at decade-low valuation despite 8.8% FCF yield & 6.8% dividend yield. 2025 margins compressed 250bps on supply chain inflation; price negotiations underway to restore historical 7%+ margins. Management buying shares aggressively: retired 26.7% since 2019, another 10.7% potential by YE26. 18.3% insider ownership. €200M efficiency program to fund innovation & marketing to reclaim 190bps lost to private label. DCF fair value $18.23 (10% DR) vs ~$9.69 today
Read full article (12 min)