View ValuationAcomo 将来の成長Future 基準チェック /16Acomoの収益は年間1.7%で減少すると予測されていますが、年間収益は年間4.7%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に15% 0.9%なると予測されています。主要情報-1.7%収益成長率-0.86%EPS成長率Consumer Retailing 収益成長11.1%収益成長率4.7%将来の株主資本利益率15.00%アナリストカバレッジLow最終更新日08 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesUpcoming Dividend • Apr 21Upcoming dividend of €0.95 per shareEligible shareholders must have bought the stock before 28 April 2026. Payment date: 07 May 2026. Payout ratio is a comfortable 57% but the company is not cash flow positive. Trailing yield: 5.3%. Lower than top quartile of British dividend payers (5.8%). Higher than average of industry peers (3.3%).New Risk • Mar 19New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings are forecast to decline by an average of 1.7% per year for the foreseeable future. High level of non-cash earnings (21% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Mar 11Full year 2025 earnings released: EPS: €2.47 (vs €1.53 in FY 2024)Full year 2025 results: EPS: €2.47 (up from €1.53 in FY 2024). Revenue: €1.46b (up 7.4% from FY 2024). Net income: €73.0m (up 62% from FY 2024). Profit margin: 5.0% (up from 3.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Consumer Retailing industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Declared Dividend • Mar 08First half dividend increased to €1.40Dividend of €1.40 is 65% higher than last year. Ex-date: 28th April 2026 Payment date: 7th May 2026 Dividend yield will be 7.2%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is covered by earnings (56% earnings payout ratio) but not covered by cash flows (dividend approximately 8x free cash flows). The dividend has increased by an average of 2.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 2.4% over the next 3 years, which should provide support to the dividend and adequate earnings cover.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, 2026New Risk • Feb 09New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. 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: Major Risks Debt is not well covered by operating cash flow (4.4% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Dividend is not well covered by cash flows (dividend per share is over 8x cash flows per share).New Risk • Jan 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (4.4% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (dividend per share is over 8x cash flows per share).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.Reported Earnings • Jul 29First half 2025 earnings released: EPS: €1.42 (vs €0.61 in 1H 2024)First half 2025 results: EPS: €1.42 (up from €0.61 in 1H 2024). Revenue: €758.4m (up 14% from 1H 2024). Net income: €42.1m (up 135% from 1H 2024). Profit margin: 5.6% (up from 2.7% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Consumer Retailing industry in the United Kingdom. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 2% per year.Declared Dividend • Jul 27Final dividend increased to €0.45Dividend of €0.45 is 13% higher than last year. Ex-date: 30th July 2025 Payment date: 7th August 2025 Dividend yield will be 5.7%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is covered by earnings (82% earnings payout ratio) but not covered by cash flows (161% cash payout ratio). The dividend has increased by an average of 1.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Apr 22Upcoming dividend of €0.85 per shareEligible shareholders must have bought the stock before 29 April 2025. Payment date: 07 May 2025. Payout ratio is on the higher end at 82%, and the cash payout ratio is above 100%. Trailing yield: 6.0%. Lower than top quartile of British dividend payers (6.2%). Higher than average of industry peers (3.4%).Board Change • Mar 12Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Victoria Vandeputte was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 11First 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 1.2% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Retailing industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Declared Dividend • Mar 10First half dividend of €0.85 announcedShareholders will receive a dividend of €0.85. Ex-date: 29th April 2025 Payment date: 7th May 2025 Dividend yield will be 5.9%, which is higher than the industry average of 3.8%. 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 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 37% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.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, 2025New Risk • Feb 08New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. 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 (56% net debt to equity). Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Dividend is not well covered by earnings (96% payout ratio).Recent Insider Transactions • Nov 22Non-Executive Director recently bought €607k worth of stockOn the 20th of November, Jan G. H. Niessen bought around 34k shares on-market at roughly €17.65 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €909k more in shares than they have sold in the last 12 months.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.Buy Or Sell Opportunity • Jul 27Now 21% overvaluedOver the last 90 days, the stock has fallen 3.3% to €17.44. The fair value is estimated to be €14.43, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has declined by 10%.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 3.8%. 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 2.7% growth forecast for the Consumer Retailing industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 10% per year and the company’s share price has also fallen by 10% 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 British dividend payers (6.0%). 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 4.2% growth forecast for the Consumer Retailing industry in the United Kingdom. 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 4% per year, which means it is significantly lagging earnings.New Risk • Feb 11New 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 3.7% growth forecast for the Consumer Retailing industry in the United Kingdom. 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 British dividend payers (5.8%). Higher than average of industry peers (4.7%).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 1% 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.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 British dividend payers (4.6%). Lower than average of industry peers (6.5%).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 7.9% growth forecast for the retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 6% per year.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). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 6% per year.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). Over the last 3 years on average, earnings per share has fallen by 2% per year and the company’s share price has also fallen by 2% per year.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 1.3% decline forecast for the Consumer Retailing industry in the United Kingdom.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 1.3% decline forecast for the Consumer Retailing industry in the United Kingdom.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). Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year.Is New 90 Day High Low • Jan 08New 90-day high: €21.75The company is up 17% from its price of €18.64 on 05 October 2020. The British market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 13% over the same period.Is New 90 Day High Low • Dec 07New 90-day high: €23.20The company is up 21% from its price of €19.16 on 08 September 2020. The British market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 5.0% over the same period.Valuation Update With 7 Day Price Move • Nov 20Market bids up stock over the past weekAfter last week's 18% share price gain to €23.20, the stock is trading at a trailing P/E ratio of 15.7x, up from the previous P/E ratio of 13.3x. This compares to an average P/E of 22x in the Consumer Retailing industry in the United Kingdom. Total returns to shareholders over the past three years are 12%.Is New 90 Day High Low • Nov 12New 90-day high: €19.64The company is up 2.0% from its price of €19.30 on 14 August 2020. The British market is up 3.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is down 4.0% over the same period.Is New 90 Day High Low • Oct 21New 90-day low: €18.48The company is down 3.0% from its price of €19.05 on 22 July 2020. The British market is down 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Retailing industry, which is up 1.0% over the same period.Is New 90 Day High Low • Oct 01New 90-day low: €18.62The company is down 4.0% from its price of €19.34 on 03 July 2020. The British market is also down 4.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Consumer Retailing industry, which is down 3.0% over the same period.業績と収益の成長予測LSE:0DLI - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,699N/AN/AN/A112/31/20271,60171N/AN/A212/31/20261,54665N/AN/A212/31/20251,46473-80-71N/A9/30/20251,45871-38-29N/A6/30/20251,45369512N/A3/31/20251,408571421N/A12/31/20241,363452331N/A9/30/20241,315404452N/A6/30/20241,266366672N/A3/31/20241,2663898105N/A12/31/20231,26640130137N/A9/30/20231,32343128135N/A6/30/20231,37946126133N/A3/31/20231,4015096103N/A12/31/20221,423556673N/A9/30/20221,38456916N/A6/30/20221,34657-48-40N/A3/31/20221,30055-46-38N/A12/31/20211,25454-44-36N/A9/30/20211,11347-8-1N/A6/30/2021971392934N/A3/31/2021839332934N/A12/31/2020707273035N/A9/30/2020710303239N/A6/30/2020712333543N/A3/31/2020707324352N/A12/31/2019701325160N/A9/30/201970632N/A54N/A6/30/201971031N/A48N/A3/31/201970531N/A34N/A12/31/201870031N/A19N/A9/30/201869631N/A14N/A6/30/201869131N/A9N/A3/31/201870132N/A30N/A12/31/201771032N/A50N/A9/30/201770234N/A53N/A6/30/201769535N/A56N/A3/31/201768834N/A51N/A12/31/201668234N/A47N/A9/30/201668733N/A33N/A6/30/201669232N/A20N/A3/31/201668732N/A20N/A12/31/201568232N/A21N/A9/30/201566333N/A26N/A6/30/201564433N/A31N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 0DLIの収益は今後 3 年間で減少すると予測されています (年間-1.7% )。収益対市場: 0DLIの収益は今後 3 年間で減少すると予測されています (年間-1.7% )。高成長収益: 0DLIの収益は今後 3 年間で減少すると予測されています。収益対市場: 0DLIの収益 ( 4.7% ) UK市場 ( 4.5% ) よりも速いペースで成長すると予測されています。高い収益成長: 0DLIの収益 ( 4.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 0DLIの 自己資本利益率 は、3年後には低くなると予測されています ( 15 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-retailing 業界の高成長企業。View Past Performance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2026/05/22 06:21終値2026/05/22 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
Upcoming Dividend • Apr 21Upcoming dividend of €0.95 per shareEligible shareholders must have bought the stock before 28 April 2026. Payment date: 07 May 2026. Payout ratio is a comfortable 57% but the company is not cash flow positive. Trailing yield: 5.3%. Lower than top quartile of British dividend payers (5.8%). Higher than average of industry peers (3.3%).
New Risk • Mar 19New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings are forecast to decline by an average of 1.7% per year for the foreseeable future. High level of non-cash earnings (21% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Mar 11Full year 2025 earnings released: EPS: €2.47 (vs €1.53 in FY 2024)Full year 2025 results: EPS: €2.47 (up from €1.53 in FY 2024). Revenue: €1.46b (up 7.4% from FY 2024). Net income: €73.0m (up 62% from FY 2024). Profit margin: 5.0% (up from 3.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Consumer Retailing industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Mar 08First half dividend increased to €1.40Dividend of €1.40 is 65% higher than last year. Ex-date: 28th April 2026 Payment date: 7th May 2026 Dividend yield will be 7.2%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is covered by earnings (56% earnings payout ratio) but not covered by cash flows (dividend approximately 8x free cash flows). The dividend has increased by an average of 2.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 2.4% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
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
New Risk • Feb 09New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. 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: Major Risks Debt is not well covered by operating cash flow (4.4% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Dividend is not well covered by cash flows (dividend per share is over 8x cash flows per share).
New Risk • Jan 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (4.4% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (dividend per share is over 8x cash flows per share).
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.
Reported Earnings • Jul 29First half 2025 earnings released: EPS: €1.42 (vs €0.61 in 1H 2024)First half 2025 results: EPS: €1.42 (up from €0.61 in 1H 2024). Revenue: €758.4m (up 14% from 1H 2024). Net income: €42.1m (up 135% from 1H 2024). Profit margin: 5.6% (up from 2.7% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Consumer Retailing industry in the United Kingdom. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 2% per year.
Declared Dividend • Jul 27Final dividend increased to €0.45Dividend of €0.45 is 13% higher than last year. Ex-date: 30th July 2025 Payment date: 7th August 2025 Dividend yield will be 5.7%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is covered by earnings (82% earnings payout ratio) but not covered by cash flows (161% cash payout ratio). The dividend has increased by an average of 1.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Apr 22Upcoming dividend of €0.85 per shareEligible shareholders must have bought the stock before 29 April 2025. Payment date: 07 May 2025. Payout ratio is on the higher end at 82%, and the cash payout ratio is above 100%. Trailing yield: 6.0%. Lower than top quartile of British dividend payers (6.2%). Higher than average of industry peers (3.4%).
Board Change • Mar 12Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Victoria Vandeputte was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 11First 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 1.2% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Retailing industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Declared Dividend • Mar 10First half dividend of €0.85 announcedShareholders will receive a dividend of €0.85. Ex-date: 29th April 2025 Payment date: 7th May 2025 Dividend yield will be 5.9%, which is higher than the industry average of 3.8%. 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 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 37% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
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
New Risk • Feb 08New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. 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 (56% net debt to equity). Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Dividend is not well covered by earnings (96% payout ratio).
Recent Insider Transactions • Nov 22Non-Executive Director recently bought €607k worth of stockOn the 20th of November, Jan G. H. Niessen bought around 34k shares on-market at roughly €17.65 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €909k more in shares than they have sold in the last 12 months.
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.
Buy Or Sell Opportunity • Jul 27Now 21% overvaluedOver the last 90 days, the stock has fallen 3.3% to €17.44. The fair value is estimated to be €14.43, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has declined by 10%.
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 3.8%. 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 2.7% growth forecast for the Consumer Retailing industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 10% per year and the company’s share price has also fallen by 10% 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 British dividend payers (6.0%). 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 4.2% growth forecast for the Consumer Retailing industry in the United Kingdom. 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 4% per year, which means it is significantly lagging earnings.
New Risk • Feb 11New 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 3.7% growth forecast for the Consumer Retailing industry in the United Kingdom. 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 British dividend payers (5.8%). Higher than average of industry peers (4.7%).
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 1% 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.
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 British dividend payers (4.6%). Lower than average of industry peers (6.5%).
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 7.9% growth forecast for the retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 6% per year.
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). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 6% per year.
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). Over the last 3 years on average, earnings per share has fallen by 2% per year and the company’s share price has also fallen by 2% per year.
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 1.3% decline forecast for the Consumer Retailing industry in the United Kingdom.
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 1.3% decline forecast for the Consumer Retailing industry in the United Kingdom.
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). Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year.
Is New 90 Day High Low • Jan 08New 90-day high: €21.75The company is up 17% from its price of €18.64 on 05 October 2020. The British market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 13% over the same period.
Is New 90 Day High Low • Dec 07New 90-day high: €23.20The company is up 21% from its price of €19.16 on 08 September 2020. The British market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 5.0% over the same period.
Valuation Update With 7 Day Price Move • Nov 20Market bids up stock over the past weekAfter last week's 18% share price gain to €23.20, the stock is trading at a trailing P/E ratio of 15.7x, up from the previous P/E ratio of 13.3x. This compares to an average P/E of 22x in the Consumer Retailing industry in the United Kingdom. Total returns to shareholders over the past three years are 12%.
Is New 90 Day High Low • Nov 12New 90-day high: €19.64The company is up 2.0% from its price of €19.30 on 14 August 2020. The British market is up 3.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is down 4.0% over the same period.
Is New 90 Day High Low • Oct 21New 90-day low: €18.48The company is down 3.0% from its price of €19.05 on 22 July 2020. The British market is down 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Retailing industry, which is up 1.0% over the same period.
Is New 90 Day High Low • Oct 01New 90-day low: €18.62The company is down 4.0% from its price of €19.34 on 03 July 2020. The British market is also down 4.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Consumer Retailing industry, which is down 3.0% over the same period.