Added to YB: 2026-09-16
Pitch date: 2026-09-13
NOMD [bullish]
Nomad Foods Limited
-1.4%
current return
Author Info
Diversified Chaos Investing shares deep dives on under-followed businesses that compound for the long term. Sign up for the newsletter.
Company Info
Nomad Foods Limited, together with its subsidiaries, manufactures, markets, and distributes a range of frozen food products in the United Kingdom and internationally.
Market Cap
$1.3B
Pitch Price
$11.09
Price Target
25.00 (+128%)
Dividend
6.19%
EV/EBITDA
6.93
P/E
10.92
EV/Sales
1.13
Sector
Food Products
Category
value
The Cold Chain Moat: Unlocking Returns with Nomad Foods (NYSE: NOMD)
NOMD: Nomad Foods pairs leading positions in 15 European markets, heritage brands and specialized cold-chain infrastructure with a depressed ~6.0-6.5x adjusted P/E, ~6.6x EV/EBITDA and ~6.1% dividend yield. The $25 target implies about 124% upside from $11.18. Q2 adjusted gross margin rose 110 basis points on pricing and supply-chain productivity, while €200M of cumulative savings through 2028 supports recovery; key risks are continued volume declines, ~3.9x net leverage and irreplaceable Russian whitefish exposure.
Read full article (18 min)