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Arcadis Community
ENXTAM:ARCAD Community
3
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Arcadis
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Undervalued
Overvalued
Arcadis
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
UK And Australia Delays Will Curb Revenues Yet Margins Stabilize
Key Takeaways Exposure to public sector spending and shifting regulations poses risks to revenue stability, project profitability, and margin expansion despite robust infrastructure opportunities. Heavy investment in digitalization and talent faces challenges from uncertain cost savings, industry competition, and potential commoditization of core services.
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€47.00
FV
13.9% undervalued
intrinsic discount
-5.14%
Revenue growth p.a.
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1 day ago
author updated this narrative
Arcadis
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Urbanization And AI Will Accelerate Smart Infrastructure Delivery
Key Takeaways Large-scale project wins and ramping water infrastructure investments are set to accelerate revenue growth, enhance margins, and drive recurring cash flow uplift. Shifting to digital and AI-enabled offerings with proprietary platforms boosts high-margin recurring revenue, while Global Excellence Centers and key client focus support sustained profitability.
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€70.50
FV
42.6% undervalued
intrinsic discount
-3.29%
Revenue growth p.a.
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1 day ago
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Arcadis
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Energy Transition And Digitalization Will Unlock Resilient Backlog
Key Takeaways Growth prospects are strengthened by rising demand for sustainable infrastructure and supportive public policy, leading to a high-quality, recurring project backlog and reduced revenue volatility. Investment in digital platforms, talent, and process automation is driving efficiency, enabling margin expansion, scalability, and cross-selling opportunities across sectors.
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€57.93
FV
30.1% undervalued
intrinsic discount
-3.84%
Revenue growth p.a.
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1 day ago
author updated this narrative
Your Valuation for
ARCAD
ARCAD
Arcadis
Your Fair Value
€
Current Price
€40.48
35.9% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-26m
5b
2015
2018
2021
2024
2025
2027
2030
Revenue €4.9b
Earnings €234.7m
Advanced
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