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Arcadis NVENXTAM:ARCAD Stock Report

Market Cap €3.0b
Share Price
€35.46
€49
27.6% undervalued intrinsic discount
1Y-21.9%
7D0.8%
Portfolio Value
View

Arcadis NV

ENXTAM:ARCAD Stock Report

Market Cap: €3.0b

Arcadis (ARCAD) Stock Overview

Engages in the design, engineering, architecture, and consultancy solutions for natural and built assets in The Americas, Europe, the Middle East, and the Asia Pacific. More details

ARCAD fundamental analysis
Snowflake Score
Valuation6/6
Future Growth3/6
Past Performance3/6
Financial Health4/6
Dividends4/6

ARCAD Community Fair Values

Create Narrative

See what 39 others think this stock is worth. Follow their fair value or set your own to get alerts.

Arcadis NV Competitors

Price History & Performance

Summary of share price highs, lows and changes for Arcadis
Historical stock prices
Current Share Price€35.46
52 Week High€51.25
52 Week Low€25.88
Beta0.72
1 Month Change9.31%
3 Month Change20.12%
1 Year Change-21.93%
3 Year Change-7.03%
5 Year Change-1.23%
Change since IPO1,352.21%

Recent News & Updates

Narrative Update May 17

ARCAD: Fair Value Reset Will Highlight Turnaround Execution And Sector Weight Repositioning

Analysts now see Arcadis as fairly valued around €49.0 per share, trimming growth expectations, modestly adjusting discount rates and P/E assumptions, and pointing to deeper operational challenges and the need for a major strategy overhaul following the recent downgrade to Sector Weight. Analyst Commentary Recent commentary centers on the view that Arcadis faces deeper operational challenges than previously assumed, with growth expectations trimmed and valuation work recalibrated around a share price of about €49.
Narrative Update Apr 30

ARCAD: Post Earnings Strategy Reset Will Support Sector Weight ReRating Potential

Analysts have kept their €49.00 price target for Arcadis unchanged, reflecting updated views that incorporate slightly softer revenue growth assumptions, a modestly higher profit margin outlook, and recent Street research highlighting deeper operational challenges and a potential need for a major strategy reset following the downgrade to Sector Weight. Analyst Commentary Recent Street research has shifted from earlier optimism to a more cautious stance, with attention moving away from valuation discounts and toward execution risks and the scale of the challenges facing the new leadership team.

Recent updates

Narrative Update May 17

ARCAD: Fair Value Reset Will Highlight Turnaround Execution And Sector Weight Repositioning

Analysts now see Arcadis as fairly valued around €49.0 per share, trimming growth expectations, modestly adjusting discount rates and P/E assumptions, and pointing to deeper operational challenges and the need for a major strategy overhaul following the recent downgrade to Sector Weight. Analyst Commentary Recent commentary centers on the view that Arcadis faces deeper operational challenges than previously assumed, with growth expectations trimmed and valuation work recalibrated around a share price of about €49.
Narrative Update Apr 30

ARCAD: Post Earnings Strategy Reset Will Support Sector Weight ReRating Potential

Analysts have kept their €49.00 price target for Arcadis unchanged, reflecting updated views that incorporate slightly softer revenue growth assumptions, a modestly higher profit margin outlook, and recent Street research highlighting deeper operational challenges and a potential need for a major strategy reset following the downgrade to Sector Weight. Analyst Commentary Recent Street research has shifted from earlier optimism to a more cautious stance, with attention moving away from valuation discounts and toward execution risks and the scale of the challenges facing the new leadership team.
Narrative Update Apr 14

ARCAD: Nuclear And Infrastructure Wins Will Underpin Post Reset Upside Potential

Analysts have made a small upward adjustment to Arcadis' fair value estimate to about €42.56. This reflects a slightly higher assumed P/E multiple and discount rate after recent earnings and fresh concerns that the business may face deeper challenges and require a significant strategy reset, as highlighted in recent downgrades to Sector Weight.
Narrative Update Mar 31

ARCAD: Post Earnings Strategy Reset Will Set Up Compelling Entry Opportunity

Analysts have reduced their price target for Arcadis to €49 from €62. This reflects higher perceived risk, slightly softer long term growth and margin expectations, and a lower assumed future P/E multiple following recent downgrades and calls for a major strategy reset.
Narrative Update Mar 17

ARCAD: Nuclear And Infrastructure Projects Will Support Attractive Post Reset Entry Opportunity

Analysts have cut their implied fair value estimate for Arcadis from about €51.89 to roughly €42.21. This reflects updated assumptions for discount rate, revenue growth, profit margins and future P/E after recent downgrades that highlight deeper operational challenges and the need for a broad strategy reset.
Narrative Update Mar 03

ARCAD: Post Reset Entry Point Will Reward Successful Management Overhaul

Analysts have cut their price target on Arcadis from €51.00 to €34.50, reflecting lower assumed profit margins, a reduced future P/E of about 11 times, slightly higher discount rates and growing concerns that operational challenges highlighted in recent research updates may require a major reset by the new management team. Analyst Commentary Recent commentary from bearish analysts points to a shift in sentiment around Arcadis, with concerns moving beyond short term market conditions and toward deeper execution questions.
Narrative Update Feb 17

ARCAD: Nuclear And Infrastructure Pipeline Will Create Attractive Post Pullback Entry Opportunity

Analysts have trimmed their price target for Arcadis from €53.63 to about €51.89. This reflects a slightly higher discount rate, a small adjustment to expected revenue contraction and margins, and a modestly lower assumed future P/E multiple.
Narrative Update Feb 03

ARCAD: Post Earnings Reset Will Offer Compelling Entry At Bernstein Price Level

Analysts kept their fair value estimate for Arcadis steady at €62.00. They pointed to an unchanged P/E outlook and recent research that sees no structural issues with the business and views the post earnings selloff as an entry opportunity.
Narrative Update Jan 20

ARCAD: Post Earnings Selloff Will Set Up Attractive Entry Opportunity

Narrative Update on Arcadis Analysts have adjusted their price target for Arcadis to €62.0 from €70.5, citing updated fair value estimates alongside slightly higher discount rate assumptions and modestly softer revenue growth and margin expectations. They also highlight recent Street research that points to no structural concerns and characterizes the post-earnings selloff as a potential entry opportunity.
Analysis Article Jan 06

Arcadis (AMS:ARCAD) Is Experiencing Growth In Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Narrative Update Jan 05

ARCAD: Post Earnings Selloff Will Present Attractive Entry Opportunity

Analysts have revised their fair value estimate for Arcadis to €53.63 from €57.93, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. Recent research highlights that some still see no structural issues and regard the post earnings selloff as a potential entry point.
Narrative Update Dec 14

ARCAD: Post Selloff Entry Point Will Support Higher Earnings Multiple

Analysts have raised their price target on Arcadis from EUR 47 to EUR 51, citing the recent Outperform initiation and the view that the post-earnings selloff has created an attractive entry point supported by resilient margins and a higher justified earnings multiple. Analyst Commentary Recent research highlights a generally constructive stance on Arcadis, with the latest initiation reiterating confidence in the company’s structural positioning and earnings power.
Analysis Article Nov 18

Arcadis NV (AMS:ARCAD) Stock's 26% Dive Might Signal An Opportunity But It Requires Some Scrutiny

Arcadis NV ( AMS:ARCAD ) shareholders won't be pleased to see that the share price has had a very rough month, dropping...
Analysis Article Sep 27

Arcadis (AMS:ARCAD) Has A Pretty Healthy Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysis Article Aug 25

Is Now An Opportune Moment To Examine Arcadis NV (AMS:ARCAD)?

Arcadis NV ( AMS:ARCAD ), might not be a large cap stock, but it saw significant share price movement during recent...
Analysis Article Aug 01

The Price Is Right For Arcadis NV (AMS:ARCAD)

With a median price-to-earnings (or "P/E") ratio of close to 18x in the Netherlands, you could be forgiven for feeling...
Analysis Article Jun 30

Arcadis' (AMS:ARCAD) Returns On Capital Are Heading Higher

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Analysis Article Jun 18

Should You Be Adding Arcadis (AMS:ARCAD) To Your Watchlist Today?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analysis Article Apr 21

With Arcadis NV (AMS:ARCAD) It Looks Like You'll Get What You Pay For

There wouldn't be many who think Arcadis NV's ( AMS:ARCAD ) price-to-earnings (or "P/E") ratio of 15.1x is worth a...
Analysis Article Mar 26

What Is Arcadis NV's (AMS:ARCAD) Share Price Doing?

Arcadis NV ( AMS:ARCAD ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Analysis Article Feb 28

Does Arcadis (AMS:ARCAD) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
User avatar
New Narrative Feb 23

Climate Adaptation And Energy Projects Will Shape Future Market Success

Focus on climate strategies and energy projects increases revenue and market position, driven by infrastructure resilience and rising energy demands.
Analysis Article Jan 09

Arcadis (AMS:ARCAD) Shareholders Will Want The ROCE Trajectory To Continue

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Analysis Article Dec 26

Arcadis NV's (AMS:ARCAD) Share Price Matching Investor Opinion

When close to half the companies in the Netherlands have price-to-earnings ratios (or "P/E's") below 16x, you may...
Analysis Article Dec 14

Here's Why Arcadis (AMS:ARCAD) Has Caught The Eye Of Investors

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analysis Article Nov 02

At €64.70, Is Arcadis NV (AMS:ARCAD) Worth Looking At Closely?

Arcadis NV ( AMS:ARCAD ), might not be a large cap stock, but it maintained its current share price over the past...
Analysis Article Sep 26

These 4 Measures Indicate That Arcadis (AMS:ARCAD) Is Using Debt Reasonably Well

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysis Article Sep 14

Arcadis (AMS:ARCAD) Might Have The Makings Of A Multi-Bagger

What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
Analysis Article Aug 19

Is Now The Time To Put Arcadis (AMS:ARCAD) On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analysis Article May 13

At €60.75, Is It Time To Put Arcadis NV (AMS:ARCAD) On Your Watch List?

Arcadis NV ( AMS:ARCAD ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Analysis Article May 01

Industry Analysts Just Made A Upgrade To Their Arcadis NV (AMS:ARCAD) Revenue Forecasts

Arcadis NV ( AMS:ARCAD ) shareholders will have a reason to smile today, with the analysts making substantial upgrades...
Analysis Article Apr 26

Do Arcadis' (AMS:ARCAD) Earnings Warrant Your Attention?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analysis Article Apr 13

Arcadis' (AMS:ARCAD) Upcoming Dividend Will Be Larger Than Last Year's

The board of Arcadis NV ( AMS:ARCAD ) has announced that it will be paying its dividend of €0.85 on the 16th of May, an...
Analysis Article Apr 09

Does Arcadis (AMS:ARCAD) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysis Article Mar 28

Arcadis (AMS:ARCAD) Has Announced That It Will Be Increasing Its Dividend To €0.85

Arcadis NV's ( AMS:ARCAD ) dividend will be increasing from last year's payment of the same period to €0.85 on 16th of...
Analysis Article Feb 07

At €49.94, Is Arcadis NV (AMS:ARCAD) Worth Looking At Closely?

Arcadis NV ( AMS:ARCAD ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Analysis Article Jan 11

Arcadis' (AMS:ARCAD) Returns On Capital Are Heading Higher

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Analysis Article Dec 24

Arcadis NV's (AMS:ARCAD) Popularity With Investors Is Clear

Arcadis NV's ( AMS:ARCAD ) price-to-earnings (or "P/E") ratio of 33.5x might make it look like a strong sell right now...
Analysis Article Nov 21

We Think Arcadis (AMS:ARCAD) Can Stay On Top Of Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article Nov 06

When Should You Buy Arcadis NV (AMS:ARCAD)?

Arcadis NV ( AMS:ARCAD ), might not be a large cap stock, but it saw significant share price movement during recent...
Analysis Article Sep 21

Arcadis (AMS:ARCAD) Shareholders Will Want The ROCE Trajectory To Continue

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
Analysis Article Aug 14

Arcadis (AMS:ARCAD) Has A Pretty Healthy Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysis Article Jul 28

Is Now The Time To Look At Buying Arcadis NV (AMS:ARCAD)?

Arcadis NV ( AMS:ARCAD ), might not be a large cap stock, but it saw significant share price movement during recent...
Analysis Article Jun 21

An Intrinsic Calculation For Arcadis NV (AMS:ARCAD) Suggests It's 47% Undervalued

Key Insights The projected fair value for Arcadis is €70.81 based on 2 Stage Free Cash Flow to Equity Arcadis' €37.86...

Shareholder Returns

ARCADNL Professional ServicesNL Market
7D0.8%8.4%1.6%
1Y-21.9%-52.8%26.8%

Return vs Industry: ARCAD exceeded the Dutch Professional Services industry which returned -52.8% over the past year.

Return vs Market: ARCAD underperformed the Dutch Market which returned 26.8% over the past year.

Price Volatility

Is ARCAD's price volatile compared to industry and market?
ARCAD volatility
ARCAD Average Weekly Movement7.1%
Professional Services Industry Average Movement5.5%
Market Average Movement4.7%
10% most volatile stocks in NL Market7.5%
10% least volatile stocks in NL Market2.8%

Stable Share Price: ARCAD's share price has been volatile over the past 3 months compared to the Dutch market.

Volatility Over Time: ARCAD's weekly volatility (7%) has been stable over the past year, but is still higher than 75% of Dutch stocks.

About the Company

FoundedEmployeesCEOWebsite
188831,361Heather Polinskywww.arcadis.com

Arcadis NV engages in the design, engineering, architecture, and consultancy solutions for natural and built assets in The Americas, Europe, the Middle East, and the Asia Pacific. The company operates through Places, Mobility, Resilience, and Intelligence segments. It provides architecture and urbanism services; and asset management services, such as asset management strategy and planning, asset management decision making and operational optimization, life cycle planning and asset management systems, asset information/condition assessment, risk and review, organization and people, and asset management/O&M.

Arcadis NV Fundamentals Summary

How do Arcadis's earnings and revenue compare to its market cap?
ARCAD fundamental statistics
Market cap€3.03b
Earnings (TTM)€208.00m
Revenue (TTM)€4.88b
14.6x
P/E Ratio
0.6x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
ARCAD income statement (TTM)
Revenue€4.88b
Cost of Revenue€4.05b
Gross Profit€828.00m
Other Expenses€620.00m
Earnings€208.00m

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

Jul 30, 2026

Earnings per share (EPS)2.43
Gross Margin16.98%
Net Profit Margin4.27%
Debt/Equity Ratio85.2%

How did ARCAD perform over the long term?

See historical performance and comparison

Dividends

3.0%
Current Dividend Yield
45%
Payout Ratio

Does ARCAD pay a reliable dividends?

See ARCAD dividend history and benchmarks
When do you need to buy ARCAD by to receive an upcoming dividend?
Arcadis dividend dates
Ex Dividend DateMay 22 2026
Dividend Pay DateMay 28 2026
Days until Ex dividend0 days
Days until Dividend pay date6 days

Does ARCAD pay a reliable dividends?

See ARCAD dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/21 18:38
End of Day Share Price 2026/05/21 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Arcadis NV is covered by 14 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Derric MarconBernstein
Himanshu AgarwalBofA Global Research
Michael RoegDegroof Petercam