
Acomo N.V. (ACNFF)
ValueMarkers Composite Index
76% below intrinsic value ($152)
Acomo N.V. (ACNFF) — VMCI valuation read
Acomo N.V. sits at VMCI 57/100, with the Consumer Defensive sector median at 50. That 7-point spread is the first thing to note on ACNFF: it tells the reader the composite is favorable before any single ratio is examined, and the mid-cap tier sets the comparison set.
Form 4 disclosures on ACNFF are blank for the trailing 30 days. With the insider channel offline, the EV/EBITDA delta, free-cash-flow trajectory, and the next earnings print do the talking.
**Investor frame.** The Value read on ACNFF: ACNFF trades at 16.0x earnings, 11% below the Consumer Defensive median of 18.0x, with EV/EBITDA at 13.0x against 12.0x. The Quality read: ROIC of 8.0% trails the Consumer Defensive median (10.0%) by 2.0pp. The Risk read: net debt to EBITDA of 1.8x is the rate-sensitivity line to watch, anchoring the bear scenario on a measurable balance-sheet metric.
ACNFF fell 3.7% over the trailing 7 days, with a -1.4% read on a 30-day basis.
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 kernels 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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