Professional
Added to YB: 2026-04-16
Pitch date: 2026-04-14
NOMD [bullish]
Nomad Foods Limited
+0.63%
current return
Author Info
Nugget Capital Partners is a research analyst specializing in resources w/ focus on energy. 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
$9.52
Price Target
N/A
Dividend
7.03%
EV/EBITDA
6.14
P/E
9.08
EV/Sales
1.04
Sector
Food Products
Category
value
Capitulation in packaged food consumer staples? - Nomad Foods Limited
NOMD: Cheapest in space at 6.75x EV/EBITDA, >20% FCF yield. Chairman Franklin added ~$5M (owns >$100M), 21% insider ownership. CEO/CFO plan 'sizeable' buys. Retired 25% shares since 2020. #1 European frozen food (Bird's Eye, Findus). €2.1B debt (4.5x). Near-term risks: energy costs, fish inflation. Trades huge discount vs Unilever (11.49x) & Nestle (~14x); potential acquisition target.
Read full article (2 min)