Jefferies reiterates Buy on Nomad Foods, maintains $24 target

Published 03/03/2025, 20:40
Jefferies reiterates Buy on Nomad Foods, maintains $24 target

On Monday, Jefferies analyst Rob Dickerson maintained a Buy rating on Nomad Foods Ltd (NYSE:NOMD) with a price target of $24.00. This aligns with the broader analyst consensus, which according to InvestingPro data is strongly bullish, with price targets ranging from $19.38 to $26.82. Dickerson’s commentary highlighted the positive outcomes from the company’s fourth-quarter results, pointing to the effectiveness of Nomad Foods’ reinvestment strategies, focus on critical challenges, and supply chain improvements.

The management’s 2025 guidance is built on utilizing productivity benefits to fund price and advertising & consumer (A&C) investments, aiming to drive further market share gains. Dickerson noted the management’s cautious approach regarding consumer sentiment and their commitment to a positive volume growth trajectory.

Nomad Foods’ free cash flow (FCF) yield is around 10%, and the company possesses a healthy balance sheet, with a current ratio of 1.2 and an impressive Altman Z-Score of 8.2, which Dickerson believes provides the flexibility needed for future growth investments. InvestingPro analysis confirms this strong financial position with an overall Financial Health score of "GOOD". The reiteration of the Buy rating reflects confidence in the company’s strategic initiatives and financial health.

Nomad Foods, known for its frozen food brands across Europe, has been focusing on driving growth through strategic reinvestments and supply chain optimizations. The analyst’s comments suggest that these efforts are starting to yield tangible results, as seen in the company’s recent performance.

Investors in Nomad Foods can look forward to potential growth, backed by the company’s prudent investments and management’s outlook on leveraging productivity for competitive advantage. Trading at a P/E ratio of 15.2x and currently showing signs of undervaluation according to InvestingPro Fair Value analysis, the reaffirmed price target of $24.00 by Jefferies signals a steady confidence in the stock’s future performance. Discover more detailed insights and 6 additional ProTips for NOMD in the comprehensive Pro Research Report, available exclusively to InvestingPro subscribers.

In other recent news, Nomad Foods Ltd reported its fourth-quarter earnings for 2024, revealing stronger-than-expected financial results. The company reported an adjusted earnings per share (EPS) of €0.42, surpassing analyst expectations of €0.38. Revenue for the quarter reached €793 million, slightly exceeding the anticipated €792.81 million. This marks a 4.3% increase in revenue from the previous year, driven by a 4.7% increase in volume. Nomad Foods has also raised its full-year EPS guidance for 2025, projecting organic sales growth of 1-3% and adjusted EBITDA growth of 2-4%. Analysts from Barclays (LON:BARC) and Deutsche Bank (ETR:DBKGn) inquired about the company’s pricing strategy and volume growth during the earnings call, with management emphasizing their focus on revenue growth management. Additionally, the company continues to explore potential mergers and acquisitions as part of its strategy to expand market presence. These developments reflect Nomad Foods’ ongoing commitment to sustaining growth and enhancing shareholder value.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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