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1. Company Snapshot

1.a. Company Description

Acomo N.V., together with its subsidiaries, engages in sourcing, trading, processing, packaging, and distributing conventional and organic food products and ingredients for the food and beverage industry worldwide.The company operates through five segments: Spices and Nuts, Edible Seeds, Organic Ingredients, Tea, and Food Ingredients.The Spices and Nuts segment provides tropical products, including pepper, nutmeg, desiccated coconut, shelled and unshelled nuts, dried fruits, dehydrated vegetables, herbs, chocolate, rice crackers, and snack products.


The Edible Seeds segment offers in-shell and kernel sunflower, poppy, sesame, and other edible seeds.The Organic Ingredients segment provides a range of organic food products and ingredients in various categories, such as cocoa, coffee, fruit and vegetables, edible seeds, nuts and dried fruits, oils, and premium juice.The Tea segment sources and supplies tea products.


The Food Ingredients segment produces and supplies culinary and functional ingredients, wet and dry blends, and spice mixes for food companies.The company was formerly known as Amsterdam Commodities N.V. and changed its name to Acomo N.V. in June 2022.Acomo N.V. was founded in 1819 and is based in Rotterdam, the Netherlands.

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1.b. Last Insights on ACOMO

Acomo N.V.'s recent performance is driven by several positive factors. Insiders have been increasing their stake in the company, with a recent €706.6k stock purchase indicating confidence in the business. Additionally, the company has increased its dividend payment, providing a higher return to shareholders. Furthermore, Acomo's management has shown a history of responsible capital allocation, with a potential share buyback program in place to reduce outstanding shares and increase earnings per share. These factors suggest a positive outlook for the company.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Acomo Insider Ups Holding During Year

Oct -28

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LVMH: Share transactions disclosure

Sep -09

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The BANK of Greenland issued and early redemption of Senior Non-Preferred capital

Sep -09

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Sep -09

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (6.24%)

6. Segments

Organic Ingredients

Expected Growth: 8.97%

Acomo N.V.'s Organic Ingredients segment growth of 8.97% is driven by increasing consumer demand for healthy and sustainable products, expansion into new markets, and strategic partnerships. Additionally, the company's focus on innovation, quality, and certifications such as Organic and Fairtrade have contributed to its growth.

Spices and Nuts

Expected Growth: 4.65%

Acomo N.V.'s Spices and Nuts segment growth of 4.65% is driven by increasing demand for healthy and organic food options, expansion in emerging markets, and strategic acquisitions. Additionally, the company's focus on sustainability and certifications such as Fairtrade and Organic contribute to its growth.

Edible Seeds

Expected Growth: 4.83%

Acomo N.V.'s Edible Seeds segment growth of 4.83% is driven by increasing demand for healthy and sustainable food options, rising popularity of plant-based diets, and expansion into emerging markets. Additionally, strategic acquisitions and investments in processing and logistics have improved operational efficiency, further boosting growth.

Tea

Expected Growth: 4.65%

Acomo N.V.'s 4.65% growth in tea segment is driven by increasing demand for specialty and organic tea, expansion in emerging markets, and strategic partnerships with suppliers. Additionally, the company's focus on sustainability and certifications such as Fairtrade and Organic contribute to its growth.

Food Solutions

Expected Growth: 8.37%

Acomo N.V.'s Food Solutions segment growth of 8.37% is driven by increasing demand for healthy and sustainable food products, expansion into new markets, and strategic acquisitions. Additionally, the company's focus on innovation, quality, and customer service has led to market share gains and higher sales volumes.

Holding & Intra-Group

Expected Growth: 5.83%

Acomo N.V.'s Holding & Intra-Group segment growth of 5.83% is driven by strategic acquisitions, effective cost management, and synergies from internal restructuring. Additionally, the company's focus on digitalization and process optimization has improved operational efficiency, contributing to the segment's growth.

7. Detailed Products

Spices and Herbs

Acomo N.V. offers a wide range of spices and herbs sourced from around the world, catering to the food industry's need for high-quality ingredients.

Dehydrated Vegetables

Acomo N.V. provides dehydrated vegetables that are carefully selected and processed to preserve their nutritional value and flavor.

Dried Fruits

Acomo N.V. offers a variety of dried fruits, including cranberries, apricots, and raisins, that are rich in fiber and antioxidants.

Nuts and Seeds

Acomo N.V. supplies a range of nuts and seeds, including almonds, cashews, and pumpkin seeds, that are rich in healthy fats and protein.

Flavorings and Seasonings

Acomo N.V. offers a range of natural flavorings and seasonings that enhance the taste and aroma of food products.

Specialty Ingredients

Acomo N.V. provides specialty ingredients such as cocoa powder, coffee, and tea that are used in various food applications.

8. Acomo N.V.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Acomo N.V. operates in a niche market with limited substitutes, but there are some alternatives available to customers.

Bargaining Power Of Customers

Acomo N.V. has a diverse customer base, which reduces the bargaining power of individual customers.

Bargaining Power Of Suppliers

Acomo N.V. relies on a few key suppliers, which gives them some bargaining power, but the company has implemented strategies to mitigate this risk.

Threat Of New Entrants

The market in which Acomo N.V. operates has high barriers to entry, making it difficult for new entrants to join the market.

Intensity Of Rivalry

The market in which Acomo N.V. operates is highly competitive, with several established players competing for market share.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 33.01%
Debt Cost 6.82%
Equity Weight 66.99%
Equity Cost 6.82%
WACC 6.82%
Leverage 49.27%

11. Quality Control: Acomo N.V. passed 7 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Acomo

A-Score: 7.0/10

Value: 7.7

Growth: 4.2

Quality: 4.4

Yield: 8.1

Momentum: 8.5

Volatility: 9.0

1-Year Total Return ->

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Stock-Card
Orsero

A-Score: 6.9/10

Value: 8.4

Growth: 6.7

Quality: 3.8

Yield: 5.6

Momentum: 9.5

Volatility: 7.3

1-Year Total Return ->

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Stock-Card
B&S Group

A-Score: 5.4/10

Value: 7.6

Growth: 4.2

Quality: 3.9

Yield: 5.0

Momentum: 7.5

Volatility: 4.3

1-Year Total Return ->

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Stock-Card
Kitwave

A-Score: 5.1/10

Value: 8.0

Growth: 6.6

Quality: 4.3

Yield: 8.1

Momentum: 1.0

Volatility: 2.7

1-Year Total Return ->

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Stock-Card
MARR

A-Score: 4.5/10

Value: 5.6

Growth: 3.7

Quality: 2.5

Yield: 7.5

Momentum: 2.0

Volatility: 6.0

1-Year Total Return ->

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Stock-Card
Metro

A-Score: 4.5/10

Value: 8.9

Growth: 2.2

Quality: 1.2

Yield: 4.4

Momentum: 7.5

Volatility: 2.7

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

23.95$

Current Price

23.95$

Potential

-0.00%

Expected Cash-Flows