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Koninklijke Ahold Delhaize N.V. Stock Price

ENXTAM:AD Community·€28.3b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 112 Fair Values set on narratives written by author

AD Share Price Performance

€32.40
-2.09 (-6.06%)
€38.87
Fair Value
€32.40
-2.09 (-6.06%)
16.6% undervalued intrinsic discount
€38.87
Fair Value
Price €32.40
AnalystConsensusTarget €38.87
AnalystLowTarget €29.57
AnalystHighTarget €44.00

AD Community Narratives

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Fair Value €38.87 16.6% undervalued intrinsic discount

AD: Stabilizing Margins And Share Repurchases Will Support Long-Term Value

0users have liked this narrative
1users have commented on this narrative
57users have followed this narrative
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Fair Value €29.57 9.6% overvalued intrinsic discount

Digital Competition Will Erode Market Share And Raise Costs

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
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Fair Value €44 26.4% undervalued intrinsic discount

Demographic Shifts And Digital Expansion Will Create Lasting Value

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0users have commented on this narrative
2users have followed this narrative
€29.57
9.6% overvalued intrinsic discount
Revenue
1.24% p.a.
Profit Margin
2.48%
Future PE
12.39x
Price in 2029
€35.33

Trending Discussion

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I ran Ahold Delhaize through a three-model triangulation — DCF, dividend discount, and residual income — with every assumption published and tagged as fact or assumption. The interesting result isn't a number, it's a disagreement: the point estimates run from €20,03 (RIM) through €27,64 (DDM) to €64,91 (DCF), and the pairwise overlaps form two disjoint segments — €20,36–€21,54 and €39,60–€44,56. Between €21,54 and €39,60, no two of the three models agree. [img]https://staticm.fastcomments.com/1784197249786-1000x1000-ad-range-strip.png[/img] Most of the spread is lens properties rather than company drama. A dividend model structurally can't see the roughly half of shareholder returns Ahold pays through buybacks. The book is ~96 % goodwill from the 2016 merger, which pins the residual-income reading low. And ~83 % of the DCF's value sits beyond the explicit five years, so it leans hard on the terminal assumptions. Three honest lenses, three honest answers — the disagreement is the information. Disclosures Position disclosure: The author holds no position in Ahold Delhaize as at 9 July 2026. This valuation is a StoxEurope opinion, based on honest research. Mistakes are possible. This is not investment advice. Do your own research. This article demonstrates a valuation methodology. It is not an investment recommendation, is not personalised to any reader's circumstances, and every figure in it depends entirely on the stated assumptions

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Updated Narratives

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AD: Resilient Earnings And US E Commerce Strength Will Support Future P/E Re Rating

Fair Value: €38.87 16.6% undervalued intrinsic discount
57 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
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AD: Future U S Execution And CEO Transition Will Support Upside

Fair Value: €44 26.4% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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AD: Margin And Execution Risks Will Likely Persist Despite New Buyback

Fair Value: €29.57 9.6% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued with solid track record and pays a dividend.

1 Risk
4 Rewards

Koninklijke Ahold Delhaize N.V. Key Details

€91.4b

Revenue

€67.1b

Cost of Revenue

€24.3b

Gross Profit

€22.1b

Other Expenses

€2.2b

Earnings

Last Reported Earnings
Jun 28, 2026
Next Reporting Earnings
Nov 04, 2026
2.56
26.60%
2.45%
58.7%
View Full Analysis

About AD

Founded
1867
Employees
384000
CEO
Frans W. Muller
WebsiteView website
www.aholddelhaize.com

Koninklijke Ahold Delhaize N.V. operates retail food stores and e-commerce in the Netherlands, the United States, and internationally. The company’s stores offer produce, dairy, meat, deli, bakery, seafood, and frozen products; grocery, beer, and wine; floral, pet food, health and beauty care, kitchen and cookware, gardening tools, general merchandise articles, electronics, newspapers and magazines, and tobacco; gasoline; and pharmacy products. It operates its supermarkets, convenience stores, and online stores under the Albert, Albert Heijin, Alfa Beta Vassilopoulos, bol, Delhaize, ENA, Food Lion, Gall & Gall, Giant Food, The GIANT Company, Hannaford, Maxi, Mega Image, Stop & Shop, Profi, and Super Indo brands. The company was formerly known as Koninklijke Ahold N.V. and changed its name to Koninklijke Ahold Delhaize N.V. in July 2016. The company was founded in 1867 and is headquartered in Zaandam, the Netherlands.

Recent AD News & Updates

Narrative Update Aug 06

AD: Resilient Earnings And US E Commerce Strength Will Support Future P/E Re Rating

Analysts have trimmed their fair value estimate for Koninklijke Ahold Delhaize to about €38.87. This reflects a series of slightly lower price targets around €38 to €40 as they balance modestly higher revenue growth assumptions with a small reduction in expected profit margins and a lower future P/E multiple.

Recent updates

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