Acomo（8AC）株式概要アコモ社（Acomo N.V.）は、その子会社とともに、オランダ、その他の欧州諸国、北米、および国際的な食品・飲料業界向けに、従来型および有機食品素材やソリューションの調達、取引、加工、包装、販売に従事している。 詳細8AC ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績4/6財務の健全性4/6配当金4/6報酬当社が推定した公正価値より46.2%で取引されている 過去1年間で収益は61.5%増加しました リスク分析負債は営業キャッシュフローで十分にカバーされていない 高いレベルの非現金収入 今後3年間の収益は年平均1.7%減少すると予測されている。 5.36%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る8AC Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€26.002.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02b2016201920222025202620282031Revenue €1.8bEarnings €92.0mAdvancedSet Fair ValueView all narrativesAcomo N.V. 競合他社Hawesko HoldingSymbol: XTRA:HAWMarket cap: €181.5mAlmunajem FoodsSymbol: SASE:4162Market cap: ر.س3.6bITOCHU-SHOKUHINSymbol: TSE:2692Market cap: JP¥164.0bWASGAU Produktions & HandelsSymbol: DB:MSHMarket cap: €57.4m価格と性能株価の高値、安値、推移の概要Acomo過去の株価現在の株価€26.0052週高値€27.2552週安値€21.55ベータ0.261ヶ月の変化-3.70%3ヶ月変化-1.70%1年変化16.85%3年間の変化15.30%5年間の変化24.10%IPOからの変化34.01%最新ニュースお知らせ • Mar 06Acomo N.V. to Report First Half, 2026 Results on Jul 28, 2026Acomo N.V. announced that they will report first half, 2026 results on Jul 28, 2026お知らせ • Oct 24+ 1 more updateAcomo N.V. to Report Fiscal Year 2025 Results on Mar 05, 2026Acomo N.V. announced that they will report fiscal year 2025 results Pre-Market on Mar 05, 2026お知らせ • Oct 07Acomo N.V. (ENXTAM:ACOMO) reached an agreement to acquire Manuzzi Srl from Finance For Food One, fund managed by Hyle Capital Partners SGR SpA and other minority shareholders.Acomo N.V. (ENXTAM:ACOMO) reached an agreement to acquire Manuzzi Srl from Finance For Food One, fund managed by Hyle Capital Partners SGR SpA and other minority shareholders on October 6, 2025. As part of the acquisition, Manuzzi will continue doing business under its own using the well-known Manuzzi brand and will jointly operate with Acomo Group company Delinuts Netherlands to closely cooperate and explore new markets and business opportunities together. Manuzzi will join Acomo’s Spices & Nuts segment. The acquisition is subject to customary closing conditions and is expected to close in Q4 of 2025. NautaDutilh N.V. acted as legal advisor for Acomo N.V. KPMG International Cooperative acted as tax due diligence provider for Acomo N.V. Deloitte Financial Advisory Services B.V. acted as financial due diligence provider for Acomo N.V. Vitale&Co. S.P.A. acted as financial advisor for Hyle Capital Partners SGR SpA and other minority shareholders. ADVANT Nctm acted as legal advisor for Hyle Capital Partners SGR SpA and other minority shareholders. Spada Partners Associazione Professionale acted as accountant for Hyle Capital Partners SGR SpA and other minority shareholders.お知らせ • Mar 08Acomo N.V. to Report First Half, 2025 Results on Jul 22, 2025Acomo N.V. announced that they will report first half, 2025 results on Jul 22, 2025お知らせ • Oct 25Acomo N.V., Annual General Meeting, Apr 25, 2025Acomo N.V., Annual General Meeting, Apr 25, 2025.Board Change • Oct 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 1 highly experienced director. Independent Non-Executive Director Victoria Vandeputte was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.最新情報をもっと見るRecent updatesお知らせ • Mar 06Acomo N.V. to Report First Half, 2026 Results on Jul 28, 2026Acomo N.V. announced that they will report first half, 2026 results on Jul 28, 2026お知らせ • Oct 24+ 1 more updateAcomo N.V. to Report Fiscal Year 2025 Results on Mar 05, 2026Acomo N.V. announced that they will report fiscal year 2025 results Pre-Market on Mar 05, 2026お知らせ • Oct 07Acomo N.V. (ENXTAM:ACOMO) reached an agreement to acquire Manuzzi Srl from Finance For Food One, fund managed by Hyle Capital Partners SGR SpA and other minority shareholders.Acomo N.V. (ENXTAM:ACOMO) reached an agreement to acquire Manuzzi Srl from Finance For Food One, fund managed by Hyle Capital Partners SGR SpA and other minority shareholders on October 6, 2025. As part of the acquisition, Manuzzi will continue doing business under its own using the well-known Manuzzi brand and will jointly operate with Acomo Group company Delinuts Netherlands to closely cooperate and explore new markets and business opportunities together. Manuzzi will join Acomo’s Spices & Nuts segment. The acquisition is subject to customary closing conditions and is expected to close in Q4 of 2025. NautaDutilh N.V. acted as legal advisor for Acomo N.V. KPMG International Cooperative acted as tax due diligence provider for Acomo N.V. Deloitte Financial Advisory Services B.V. acted as financial due diligence provider for Acomo N.V. Vitale&Co. S.P.A. acted as financial advisor for Hyle Capital Partners SGR SpA and other minority shareholders. ADVANT Nctm acted as legal advisor for Hyle Capital Partners SGR SpA and other minority shareholders. Spada Partners Associazione Professionale acted as accountant for Hyle Capital Partners SGR SpA and other minority shareholders.お知らせ • Mar 08Acomo N.V. to Report First Half, 2025 Results on Jul 22, 2025Acomo N.V. announced that they will report first half, 2025 results on Jul 22, 2025お知らせ • Oct 25Acomo N.V., Annual General Meeting, Apr 25, 2025Acomo N.V., Annual General Meeting, Apr 25, 2025.Board Change • Oct 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 1 highly experienced director. Independent Non-Executive Director Victoria Vandeputte was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Aug 13CFO & Executive Director recently bought €100k worth of stockOn the 5th of August, Allard Goldschmeding bought around 6k shares on-market at roughly €16.62 per share. This transaction amounted to 52% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Allard has been a buyer over the last 12 months, purchasing a net total of €302k worth in shares.Declared Dividend • Jul 25First half dividend of €0.40 announcedShareholders will receive a dividend of €0.40. Ex-date: 29th July 2024 Payment date: 6th August 2024 Dividend yield will be 6.6%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is covered by cash flows (51% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 6.3% to bring the payout ratio under control. EPS is expected to grow by 38% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Jul 24First half 2024 earnings released: EPS: €0.61 (vs €0.75 in 1H 2023)First half 2024 results: EPS: €0.61 (down from €0.75 in 1H 2023). Revenue: €668.2m (flat on 1H 2023). Net income: €17.9m (down 19% from 1H 2023). Profit margin: 2.7% (down from 3.3% in 1H 2023). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 9% per year.Upcoming Dividend • Apr 23Upcoming dividend of €0.75 per shareEligible shareholders must have bought the stock before 30 April 2024. Payment date: 08 May 2024. Payout ratio is on the higher end at 86%, however this is supported by cash flows. Trailing yield: 6.5%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (4.2%).Recent Insider Transactions • Apr 04CFO & Executive Director recently bought €202k worth of stockOn the 27th of March, Allard Goldschmeding bought around 12k shares on-market at roughly €17.56 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Allard's only on-market trade for the last 12 months.お知らせ • Feb 22Acomo N.V., Annual General Meeting, Apr 26, 2024Acomo N.V., Annual General Meeting, Apr 26, 2024, at 10:30 Central European Standard Time.Reported Earnings • Feb 21Full year 2023 earnings released: EPS: €1.34 (vs €1.85 in FY 2022)Full year 2023 results: EPS: €1.34 (down from €1.85 in FY 2022). Revenue: €1.27b (down 11% from FY 2022). Net income: €39.7m (down 27% from FY 2022). Profit margin: 3.1% (down from 3.8% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.New Risk • Feb 10New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (64% net debt to equity). Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Jul 27First half 2023 earnings released: EPS: €0.75 (vs €1.05 in 1H 2022)First half 2023 results: EPS: €0.75 (down from €1.05 in 1H 2022). Revenue: €668.0m (down 6.2% from 1H 2022). Net income: €22.2m (down 29% from 1H 2022). Profit margin: 3.3% (down from 4.4% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 26+ 1 more updateAcomo N.V. to Report Fiscal Year 2023 Results on Mar 08, 2024Acomo N.V. announced that they will report fiscal year 2023 results on Mar 08, 2024Upcoming Dividend • Apr 18Upcoming dividend of €0.80 per share at 7.0% yieldEligible shareholders must have bought the stock before 25 April 2023. Payment date: 03 May 2023. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 7.0%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (4.6%).Reported Earnings • Feb 22Full year 2022 earnings released: EPS: €1.85 (vs €1.82 in FY 2021)Full year 2022 results: EPS: €1.85 (up from €1.82 in FY 2021). Revenue: €1.42b (up 13% from FY 2021). Net income: €54.7m (up 1.3% from FY 2021). Profit margin: 3.8% (down from 4.3% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 14+ 1 more updateAcomo N.V. to Report Fiscal Year 2022 Results on Feb 21, 2023Acomo N.V. announced that they will report fiscal year 2022 results Pre-Market on Feb 21, 2023Reported Earnings • Jul 27First half 2022 earnings released: EPS: €1.05 (vs €0.97 in 1H 2021)First half 2022 results: EPS: €1.05 (up from €0.97 in 1H 2021). Revenue: €711.9m (up 15% from 1H 2021). Net income: €31.1m (up 8.9% from 1H 2021). Profit margin: 4.4% (down from 4.6% in 1H 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • May 18Amsterdam Commodities N.V. to Report First Half, 2022 Results on Jul 26, 2022Amsterdam Commodities N.V. announced that they will report first half, 2022 results on Jul 26, 2022Upcoming Dividend • Apr 27Upcoming dividend of €0.60 per shareEligible shareholders must have bought the stock before 03 May 2022. Payment date: 06 May 2022. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.0%). Lower than average of industry peers (4.7%).Buying Opportunity • Mar 09Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 9.5%. The fair value is estimated to be €28.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% per annum over the last 3 years. Earnings per share has grown by 8.6% per annum over the last 3 years.Reported Earnings • Feb 24Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €1.82 (up from €1.09 in FY 2020). Revenue: €1.25b (up 77% from FY 2020). Net income: €54.0m (up 100% from FY 2020). Profit margin: 4.3% (up from 3.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Over the next year, revenue is expected to shrink by 9.0% compared to a 8.4% growth forecast for the retail industry in Germany.Reported Earnings • Jul 27First half 2021 earnings released: EPS €0.97 (vs €0.66 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: €620.2m (up 74% from 1H 2020). Net income: €28.6m (up 75% from 1H 2020). Profit margin: 4.6% (in line with 1H 2020).Reported Earnings • Jul 24First half 2021 earnings released: EPS €0.97 (vs €0.66 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: €620.2m (up 74% from 1H 2020). Net income: €28.6m (up 75% from 1H 2020). Profit margin: 4.6% (in line with 1H 2020).Reported Earnings • Mar 14Full year 2020 earnings released: EPS €1.09 (vs €1.30 in FY 2019)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €707.4m (flat on FY 2019). Net income: €27.0m (down 16% from FY 2019). Profit margin: 3.8% (down from 4.6% in FY 2019).Analyst Estimate Surprise Post Earnings • Mar 14Revenue beats expectationsRevenue exceeded analyst estimates by 3.3%. Over the next year, revenue is forecast to grow 60%, compared to a 1.5% growth forecast for the Consumer Retailing industry in Germany.Analyst Estimate Surprise Post Earnings • Feb 21Revenue beats expectationsRevenue exceeded analyst estimates by 3.3%. Over the next year, revenue is forecast to grow 60%, compared to a 1.6% growth forecast for the Consumer Retailing industry in Germany.Reported Earnings • Feb 20Third quarter 2020 earnings releasedThe company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €175.3m (down 1.3% from 3Q 2019). Net income: €5.37m (down 34% from 3Q 2019). Profit margin: 3.1% (down from 4.6% in 3Q 2019).Is New 90 Day High Low • Jan 09New 90-day high: €21.85The company is up 16% from its price of €18.82 on 09 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 6.0% over the same period.Is New 90 Day High Low • Nov 12New 90-day high: €19.60The company is up 1.0% from its price of €19.38 on 14 August 2020. The German market is also up 1.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Consumer Retailing industry, which is down 2.0% over the same period.お知らせ • Nov 12Amsterdam Commodities N.V. (ENXTAM:ACOMO) (“Acomo”) signed an agreement to acquire The Organic Corporation B.V. and Tradin Organics USA LLC from SunOpta Inc. (TSX:SOY) and COÖPERATIE SUNOPTA U.A for €330 million.Amsterdam Commodities N.V. (ENXTAM:ACOMO) (“Acomo”) signed an agreement to acquire The Organic Corporation B.V. and Tradin Organics USA LLC (targets) from SunOpta Inc. (TSX:SOY) and COÖPERATIE SUNOPTA U.A for €330 million on November 9, 2020. The consideration will be paid on a cash free and debt free basis. In order to finance the acquisition, Acomo has secured a term loan facility of €150 million. In addition, an equity bridge facility is available of up to €90 million with a maturity in December 2021. These facilities are fully committed by ING and Rabobank. ING and Rabobank have agreed on an equity volume underwriting commitment in relation to the committed bridge financing amount, subject to customary conditions. The total facility secured by Acomo for the combined business (including the term loan and a refinancing of Acomo's current facilities) is €425 million. Under the terms of the agreement, SunOpta will sell processing facilities located in Amsterdam, the Netherlands; Silistra, Bulgaria; Addis Ababa, Ethiopia; and Yirgalem, Ethiopia. In event of termination of agreement by SunOpta, Acomo shall immediately forfeit to SunOpta a termination fee in the amount equal to 1% (one per cent) of the enterprise value set forth in the EV-toEquity Bridge. To induce SunOpta to enter into the transaction and to compensate SunOpta for loss of management time and other costs and expenses which it has incurred, a termination fee by way of liquidated damages of €3.3 million is payable by Acomo to SunOpta if Acomo breaches its obligation to effectuate the completion of the transaction. The targets reported net sales of approximately $488 million (€413 million) for the 12 months ended September 26, 2020. The transaction valuation represents an approximate 10x multiple of Adjusted EBITDA for the standalone business. These facilities and their employees will continue to operate in ordinary course. Approximately 525 employees will be transferred from SunOpta to Acomo. The transaction is subject to customary closing conditions, including approval by Acomo's shareholders, the general meeting of shareholders of Acomo approving the authorisation of the Board of Directors to effect the transaction share issuance, completion of the works council consultation process, delivery of additional information and documentation that may be requested by any authority in connection with the merger Clearance, Amsterdam Commodities shall bear all filing fees and other costs relating to the satisfaction of the Merger Clearance and approval from the competition authorities in Germany, The Netherlands and the United State of America pursuant to applicable competition Laws shall have been made and all waiting periods with respect to such notifications shall have expired and each relevant authority clearance. Acomo intends to convene an Extraordinary General Meeting (EGM), which will be held on December 22, 2020. Acomo’s larger shareholders, together representing over 60% of total voting rights and acting independently have expressed their support for the acquisition. Of this group, a substantial portion has irrevocably committed to vote in favour of the resolutions tabled at the EGM. As of November 9, 2020, the Board of Directors of Acomo has unanimously determined that the Transaction is in the best interest of the sustainable success of the business of Acomo and its stakeholders and the Board of Directors unanimously recommends to shareholders of Acomo to vote in favour of the Resolutions. The transaction is expected to close either in December 2020 or January 2021. Proceeds from the transaction will be used by SunOpta for capital investment primarily into the core Plant-Based Foods and Beverages segment and to pay down debt. The acquisition is expected to contribute more than €30 million to Acomo's combined 2020 EBITDA on a pro forma basis. On a pro forma basis of the combined earnings for 2020, Acomo’s earnings per share would be enhanced by 30-40%. Expected annual revenue for 2020> €450 milion. The transaction is highly tax efficient and is expected to be accretive to SunOpta’s long-term growth rate and margin profile. Rothschild & Co acted as financial advisor, PricewaterhouseCoopers Advisory N.V. acted as accounting advisor, and Van Doorne N.V. and Faegre Drinker Biddle & Reath LLP acted as legal advisors to SunOpta. Rabobank acted as financial advisor, Deloitte Financial Advisory B.V. and KPMG Meijburg & Co M&A Tax B.V. acted as accounting and tax advisors respectively and NautaDutilh N.V. and Latham & Watkins LLP acted as legal advisors to Acomo.Is New 90 Day High Low • Oct 21New 90-day low: €18.20The company is down 4.0% from its price of €18.94 on 23 July 2020. The German market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 2.0% over the same period.Is New 90 Day High Low • Sep 25New 90-day low: €18.50The company is down 5.0% from its price of €19.44 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 3.0% over the same period.お知らせ • Aug 20Amsterdam Commodities N.V. to Report Fiscal Year 2020 Final Results on Mar 11, 2021Amsterdam Commodities N.V. announced that they will report fiscal year 2020 final results at 5:00 PM, W. Europe Standard Time on Mar 11, 2021お知らせ • Jun 20Amsterdam Commodities N.V. to Report First Half, 2020 Results on Jul 23, 2020Amsterdam Commodities N.V. announced that they will report first half, 2020 results on Jul 23, 2020株主還元8ACDE Consumer RetailingDE 市場7D2.2%-0.5%-0.02%1Y16.9%-32.1%0.1%株主還元を見る業界別リターン: 8AC過去 1 年間で-32.1 % の収益を上げたGerman Consumer Retailing業界を上回りました。リターン対市場: 8AC過去 1 年間で0.1 % の収益を上げたGerman市場を上回りました。価格変動Is 8AC's price volatile compared to industry and market?8AC volatility8AC Average Weekly Movement3.8%Consumer Retailing Industry Average Movement8.4%Market Average Movement6.0%10% most volatile stocks in DE Market13.2%10% least volatile stocks in DE Market2.6%安定した株価: 8AC 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 8ACの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1908840Allard Goldschmedingwww.acomo.nlアコモ社（Acomo N.V.）は、その子会社とともに、オランダ、その他の欧州諸国、北米、および国際的な食品・飲料業界向けに、従来型および有機食品原料の調達、取引、加工、包装、販売に従事している。5つのセグメントを通じて事業を展開している：スパイス・ナッツ、食用種子、有機食材、紅茶、フードソリューション。スパイス・ナッツ部門は、胡椒、ナツメグ、乾燥ココナッツ、殻付き・殻なしナッツ、ドライフルーツ、乾燥野菜、ハーブ、米菓、スナック菓子などのトロピカル製品を提供している。食用種子部門では、ケシ、ゴマ、カボチャ、亜麻などの食用種子や、スナックや小売業界向けの殻付き・殻付きヒマワリの種、野生動物向けの鳥の種、ベーカリー、スパイス、製菓業界向けの食用種子の取引、加工、販売を行っている。オーガニック原料部門は、ココア、コーヒー、果物、野菜、食用種子、ナッツ、ドライフルーツ、オイル、ジュース製品など、様々なカテゴリーのオーガニック食品と原料を提供している。紅茶部門は、倉庫やブレンド施設を通じて紅茶の取引、加工、流通を行い、市場開発を監視・分析し、スペシャルティ紅茶への斬新な嗜好を含む顧客への洞察を共有する。フード・ソリューションズ部門は、食品会社向けに料理用・機能性食材、植物由来ソリューション、ウェット＆ドライブレンド、スパイスミックスを生産・供給し、製品開発、製造、パッケージング、流通、在庫管理サービスを提供している。同社は以前はアムステルダム・コモディティーズN.V.として知られていたが、2022年6月にアコモN.V.に社名を変更した。Acomo N.V.は1908年に設立され、オランダのロッテルダムを拠点としている。もっと見るAcomo N.V. 基礎のまとめAcomo の収益と売上を時価総額と比較するとどうか。8AC 基礎統計学時価総額€774.90m収益（TTM）€73.04m売上高(TTM)€1.46b10.6xPER（株価収益率0.5xP/Sレシオ8AC は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計8AC 損益計算書（TTM）収益€1.46b売上原価€1.22b売上総利益€238.69mその他の費用€165.65m収益€73.04m直近の収益報告Dec 31, 2025次回決算日Jul 28, 2026一株当たり利益（EPS）2.46グロス・マージン16.31%純利益率4.99%有利子負債／自己資本比率82.4%8AC の長期的なパフォーマンスは？過去の実績と比較を見る配当金5.4%現在の配当利回り57%配当性向8AC 配当は確実ですか？8AC 配当履歴とベンチマークを見る8AC 、いつまでに購入すれば配当金を受け取れますか？Acomo 配当日配当落ち日Apr 28 2026配当支払日May 07 2026配当落ちまでの日数13 days配当支払日までの日数4 days8AC 配当は確実ですか？8AC 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 09:27終値2026/05/07 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Acomo N.V. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Reginald WatsonING Groep NV
お知らせ • Mar 06Acomo N.V. to Report First Half, 2026 Results on Jul 28, 2026Acomo N.V. announced that they will report first half, 2026 results on Jul 28, 2026
お知らせ • Oct 24+ 1 more updateAcomo N.V. to Report Fiscal Year 2025 Results on Mar 05, 2026Acomo N.V. announced that they will report fiscal year 2025 results Pre-Market on Mar 05, 2026
お知らせ • Oct 07Acomo N.V. (ENXTAM:ACOMO) reached an agreement to acquire Manuzzi Srl from Finance For Food One, fund managed by Hyle Capital Partners SGR SpA and other minority shareholders.Acomo N.V. (ENXTAM:ACOMO) reached an agreement to acquire Manuzzi Srl from Finance For Food One, fund managed by Hyle Capital Partners SGR SpA and other minority shareholders on October 6, 2025. As part of the acquisition, Manuzzi will continue doing business under its own using the well-known Manuzzi brand and will jointly operate with Acomo Group company Delinuts Netherlands to closely cooperate and explore new markets and business opportunities together. Manuzzi will join Acomo’s Spices & Nuts segment. The acquisition is subject to customary closing conditions and is expected to close in Q4 of 2025. NautaDutilh N.V. acted as legal advisor for Acomo N.V. KPMG International Cooperative acted as tax due diligence provider for Acomo N.V. Deloitte Financial Advisory Services B.V. acted as financial due diligence provider for Acomo N.V. Vitale&Co. S.P.A. acted as financial advisor for Hyle Capital Partners SGR SpA and other minority shareholders. ADVANT Nctm acted as legal advisor for Hyle Capital Partners SGR SpA and other minority shareholders. Spada Partners Associazione Professionale acted as accountant for Hyle Capital Partners SGR SpA and other minority shareholders.
お知らせ • Mar 08Acomo N.V. to Report First Half, 2025 Results on Jul 22, 2025Acomo N.V. announced that they will report first half, 2025 results on Jul 22, 2025
お知らせ • Oct 25Acomo N.V., Annual General Meeting, Apr 25, 2025Acomo N.V., Annual General Meeting, Apr 25, 2025.
Board Change • Oct 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 1 highly experienced director. Independent Non-Executive Director Victoria Vandeputte was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 06Acomo N.V. to Report First Half, 2026 Results on Jul 28, 2026Acomo N.V. announced that they will report first half, 2026 results on Jul 28, 2026
お知らせ • Oct 24+ 1 more updateAcomo N.V. to Report Fiscal Year 2025 Results on Mar 05, 2026Acomo N.V. announced that they will report fiscal year 2025 results Pre-Market on Mar 05, 2026
お知らせ • Oct 07Acomo N.V. (ENXTAM:ACOMO) reached an agreement to acquire Manuzzi Srl from Finance For Food One, fund managed by Hyle Capital Partners SGR SpA and other minority shareholders.Acomo N.V. (ENXTAM:ACOMO) reached an agreement to acquire Manuzzi Srl from Finance For Food One, fund managed by Hyle Capital Partners SGR SpA and other minority shareholders on October 6, 2025. As part of the acquisition, Manuzzi will continue doing business under its own using the well-known Manuzzi brand and will jointly operate with Acomo Group company Delinuts Netherlands to closely cooperate and explore new markets and business opportunities together. Manuzzi will join Acomo’s Spices & Nuts segment. The acquisition is subject to customary closing conditions and is expected to close in Q4 of 2025. NautaDutilh N.V. acted as legal advisor for Acomo N.V. KPMG International Cooperative acted as tax due diligence provider for Acomo N.V. Deloitte Financial Advisory Services B.V. acted as financial due diligence provider for Acomo N.V. Vitale&Co. S.P.A. acted as financial advisor for Hyle Capital Partners SGR SpA and other minority shareholders. ADVANT Nctm acted as legal advisor for Hyle Capital Partners SGR SpA and other minority shareholders. Spada Partners Associazione Professionale acted as accountant for Hyle Capital Partners SGR SpA and other minority shareholders.
お知らせ • Mar 08Acomo N.V. to Report First Half, 2025 Results on Jul 22, 2025Acomo N.V. announced that they will report first half, 2025 results on Jul 22, 2025
お知らせ • Oct 25Acomo N.V., Annual General Meeting, Apr 25, 2025Acomo N.V., Annual General Meeting, Apr 25, 2025.
Board Change • Oct 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 1 highly experienced director. Independent Non-Executive Director Victoria Vandeputte was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Aug 13CFO & Executive Director recently bought €100k worth of stockOn the 5th of August, Allard Goldschmeding bought around 6k shares on-market at roughly €16.62 per share. This transaction amounted to 52% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Allard has been a buyer over the last 12 months, purchasing a net total of €302k worth in shares.
Declared Dividend • Jul 25First half dividend of €0.40 announcedShareholders will receive a dividend of €0.40. Ex-date: 29th July 2024 Payment date: 6th August 2024 Dividend yield will be 6.6%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is covered by cash flows (51% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 6.3% to bring the payout ratio under control. EPS is expected to grow by 38% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Jul 24First half 2024 earnings released: EPS: €0.61 (vs €0.75 in 1H 2023)First half 2024 results: EPS: €0.61 (down from €0.75 in 1H 2023). Revenue: €668.2m (flat on 1H 2023). Net income: €17.9m (down 19% from 1H 2023). Profit margin: 2.7% (down from 3.3% in 1H 2023). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 9% per year.
Upcoming Dividend • Apr 23Upcoming dividend of €0.75 per shareEligible shareholders must have bought the stock before 30 April 2024. Payment date: 08 May 2024. Payout ratio is on the higher end at 86%, however this is supported by cash flows. Trailing yield: 6.5%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (4.2%).
Recent Insider Transactions • Apr 04CFO & Executive Director recently bought €202k worth of stockOn the 27th of March, Allard Goldschmeding bought around 12k shares on-market at roughly €17.56 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Allard's only on-market trade for the last 12 months.
お知らせ • Feb 22Acomo N.V., Annual General Meeting, Apr 26, 2024Acomo N.V., Annual General Meeting, Apr 26, 2024, at 10:30 Central European Standard Time.
Reported Earnings • Feb 21Full year 2023 earnings released: EPS: €1.34 (vs €1.85 in FY 2022)Full year 2023 results: EPS: €1.34 (down from €1.85 in FY 2022). Revenue: €1.27b (down 11% from FY 2022). Net income: €39.7m (down 27% from FY 2022). Profit margin: 3.1% (down from 3.8% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
New Risk • Feb 10New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (64% net debt to equity). Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Jul 27First half 2023 earnings released: EPS: €0.75 (vs €1.05 in 1H 2022)First half 2023 results: EPS: €0.75 (down from €1.05 in 1H 2022). Revenue: €668.0m (down 6.2% from 1H 2022). Net income: €22.2m (down 29% from 1H 2022). Profit margin: 3.3% (down from 4.4% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 26+ 1 more updateAcomo N.V. to Report Fiscal Year 2023 Results on Mar 08, 2024Acomo N.V. announced that they will report fiscal year 2023 results on Mar 08, 2024
Upcoming Dividend • Apr 18Upcoming dividend of €0.80 per share at 7.0% yieldEligible shareholders must have bought the stock before 25 April 2023. Payment date: 03 May 2023. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 7.0%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (4.6%).
Reported Earnings • Feb 22Full year 2022 earnings released: EPS: €1.85 (vs €1.82 in FY 2021)Full year 2022 results: EPS: €1.85 (up from €1.82 in FY 2021). Revenue: €1.42b (up 13% from FY 2021). Net income: €54.7m (up 1.3% from FY 2021). Profit margin: 3.8% (down from 4.3% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 14+ 1 more updateAcomo N.V. to Report Fiscal Year 2022 Results on Feb 21, 2023Acomo N.V. announced that they will report fiscal year 2022 results Pre-Market on Feb 21, 2023
Reported Earnings • Jul 27First half 2022 earnings released: EPS: €1.05 (vs €0.97 in 1H 2021)First half 2022 results: EPS: €1.05 (up from €0.97 in 1H 2021). Revenue: €711.9m (up 15% from 1H 2021). Net income: €31.1m (up 8.9% from 1H 2021). Profit margin: 4.4% (down from 4.6% in 1H 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • May 18Amsterdam Commodities N.V. to Report First Half, 2022 Results on Jul 26, 2022Amsterdam Commodities N.V. announced that they will report first half, 2022 results on Jul 26, 2022
Upcoming Dividend • Apr 27Upcoming dividend of €0.60 per shareEligible shareholders must have bought the stock before 03 May 2022. Payment date: 06 May 2022. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.0%). Lower than average of industry peers (4.7%).
Buying Opportunity • Mar 09Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 9.5%. The fair value is estimated to be €28.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% per annum over the last 3 years. Earnings per share has grown by 8.6% per annum over the last 3 years.
Reported Earnings • Feb 24Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €1.82 (up from €1.09 in FY 2020). Revenue: €1.25b (up 77% from FY 2020). Net income: €54.0m (up 100% from FY 2020). Profit margin: 4.3% (up from 3.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Over the next year, revenue is expected to shrink by 9.0% compared to a 8.4% growth forecast for the retail industry in Germany.
Reported Earnings • Jul 27First half 2021 earnings released: EPS €0.97 (vs €0.66 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: €620.2m (up 74% from 1H 2020). Net income: €28.6m (up 75% from 1H 2020). Profit margin: 4.6% (in line with 1H 2020).
Reported Earnings • Jul 24First half 2021 earnings released: EPS €0.97 (vs €0.66 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: €620.2m (up 74% from 1H 2020). Net income: €28.6m (up 75% from 1H 2020). Profit margin: 4.6% (in line with 1H 2020).
Reported Earnings • Mar 14Full year 2020 earnings released: EPS €1.09 (vs €1.30 in FY 2019)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €707.4m (flat on FY 2019). Net income: €27.0m (down 16% from FY 2019). Profit margin: 3.8% (down from 4.6% in FY 2019).
Analyst Estimate Surprise Post Earnings • Mar 14Revenue beats expectationsRevenue exceeded analyst estimates by 3.3%. Over the next year, revenue is forecast to grow 60%, compared to a 1.5% growth forecast for the Consumer Retailing industry in Germany.
Analyst Estimate Surprise Post Earnings • Feb 21Revenue beats expectationsRevenue exceeded analyst estimates by 3.3%. Over the next year, revenue is forecast to grow 60%, compared to a 1.6% growth forecast for the Consumer Retailing industry in Germany.
Reported Earnings • Feb 20Third quarter 2020 earnings releasedThe company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €175.3m (down 1.3% from 3Q 2019). Net income: €5.37m (down 34% from 3Q 2019). Profit margin: 3.1% (down from 4.6% in 3Q 2019).
Is New 90 Day High Low • Jan 09New 90-day high: €21.85The company is up 16% from its price of €18.82 on 09 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 6.0% over the same period.
Is New 90 Day High Low • Nov 12New 90-day high: €19.60The company is up 1.0% from its price of €19.38 on 14 August 2020. The German market is also up 1.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Consumer Retailing industry, which is down 2.0% over the same period.
お知らせ • Nov 12Amsterdam Commodities N.V. (ENXTAM:ACOMO) (“Acomo”) signed an agreement to acquire The Organic Corporation B.V. and Tradin Organics USA LLC from SunOpta Inc. (TSX:SOY) and COÖPERATIE SUNOPTA U.A for €330 million.Amsterdam Commodities N.V. (ENXTAM:ACOMO) (“Acomo”) signed an agreement to acquire The Organic Corporation B.V. and Tradin Organics USA LLC (targets) from SunOpta Inc. (TSX:SOY) and COÖPERATIE SUNOPTA U.A for €330 million on November 9, 2020. The consideration will be paid on a cash free and debt free basis. In order to finance the acquisition, Acomo has secured a term loan facility of €150 million. In addition, an equity bridge facility is available of up to €90 million with a maturity in December 2021. These facilities are fully committed by ING and Rabobank. ING and Rabobank have agreed on an equity volume underwriting commitment in relation to the committed bridge financing amount, subject to customary conditions. The total facility secured by Acomo for the combined business (including the term loan and a refinancing of Acomo's current facilities) is €425 million. Under the terms of the agreement, SunOpta will sell processing facilities located in Amsterdam, the Netherlands; Silistra, Bulgaria; Addis Ababa, Ethiopia; and Yirgalem, Ethiopia. In event of termination of agreement by SunOpta, Acomo shall immediately forfeit to SunOpta a termination fee in the amount equal to 1% (one per cent) of the enterprise value set forth in the EV-toEquity Bridge. To induce SunOpta to enter into the transaction and to compensate SunOpta for loss of management time and other costs and expenses which it has incurred, a termination fee by way of liquidated damages of €3.3 million is payable by Acomo to SunOpta if Acomo breaches its obligation to effectuate the completion of the transaction. The targets reported net sales of approximately $488 million (€413 million) for the 12 months ended September 26, 2020. The transaction valuation represents an approximate 10x multiple of Adjusted EBITDA for the standalone business. These facilities and their employees will continue to operate in ordinary course. Approximately 525 employees will be transferred from SunOpta to Acomo. The transaction is subject to customary closing conditions, including approval by Acomo's shareholders, the general meeting of shareholders of Acomo approving the authorisation of the Board of Directors to effect the transaction share issuance, completion of the works council consultation process, delivery of additional information and documentation that may be requested by any authority in connection with the merger Clearance, Amsterdam Commodities shall bear all filing fees and other costs relating to the satisfaction of the Merger Clearance and approval from the competition authorities in Germany, The Netherlands and the United State of America pursuant to applicable competition Laws shall have been made and all waiting periods with respect to such notifications shall have expired and each relevant authority clearance. Acomo intends to convene an Extraordinary General Meeting (EGM), which will be held on December 22, 2020. Acomo’s larger shareholders, together representing over 60% of total voting rights and acting independently have expressed their support for the acquisition. Of this group, a substantial portion has irrevocably committed to vote in favour of the resolutions tabled at the EGM. As of November 9, 2020, the Board of Directors of Acomo has unanimously determined that the Transaction is in the best interest of the sustainable success of the business of Acomo and its stakeholders and the Board of Directors unanimously recommends to shareholders of Acomo to vote in favour of the Resolutions. The transaction is expected to close either in December 2020 or January 2021. Proceeds from the transaction will be used by SunOpta for capital investment primarily into the core Plant-Based Foods and Beverages segment and to pay down debt. The acquisition is expected to contribute more than €30 million to Acomo's combined 2020 EBITDA on a pro forma basis. On a pro forma basis of the combined earnings for 2020, Acomo’s earnings per share would be enhanced by 30-40%. Expected annual revenue for 2020> €450 milion. The transaction is highly tax efficient and is expected to be accretive to SunOpta’s long-term growth rate and margin profile. Rothschild & Co acted as financial advisor, PricewaterhouseCoopers Advisory N.V. acted as accounting advisor, and Van Doorne N.V. and Faegre Drinker Biddle & Reath LLP acted as legal advisors to SunOpta. Rabobank acted as financial advisor, Deloitte Financial Advisory B.V. and KPMG Meijburg & Co M&A Tax B.V. acted as accounting and tax advisors respectively and NautaDutilh N.V. and Latham & Watkins LLP acted as legal advisors to Acomo.
Is New 90 Day High Low • Oct 21New 90-day low: €18.20The company is down 4.0% from its price of €18.94 on 23 July 2020. The German market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 2.0% over the same period.
Is New 90 Day High Low • Sep 25New 90-day low: €18.50The company is down 5.0% from its price of €19.44 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 3.0% over the same period.
お知らせ • Aug 20Amsterdam Commodities N.V. to Report Fiscal Year 2020 Final Results on Mar 11, 2021Amsterdam Commodities N.V. announced that they will report fiscal year 2020 final results at 5:00 PM, W. Europe Standard Time on Mar 11, 2021
お知らせ • Jun 20Amsterdam Commodities N.V. to Report First Half, 2020 Results on Jul 23, 2020Amsterdam Commodities N.V. announced that they will report first half, 2020 results on Jul 23, 2020
