In This Article:
As global markets experience fluctuations and various regions show mixed economic signals, the Netherlands' stock market presents unique opportunities for investors looking for value. Amidst broader European economic uncertainties and varying monetary policies, identifying stocks that may be undervalued could offer potential benefits in the current market environment. In this context, understanding key characteristics such as solid fundamentals, strategic positioning within their sectors, and resilience to economic shifts becomes crucial in pinpointing these opportunities.
Top 5 Undervalued Stocks Based On Cash Flows In The Netherlands
Name | Current Price | Fair Value (Est) | Discount (Est) |
Majorel Group Luxembourg (ENXTAM:MAJ) | €29.45 | €55.97 | 47.4% |
PostNL (ENXTAM:PNL) | €1.277 | €2.54 | 49.8% |
Arcadis (ENXTAM:ARCAD) | €59.15 | €114.76 | 48.5% |
Ordina (ENXTAM:ORDI) | €5.70 | €10.64 | 46.4% |
InPost (ENXTAM:INPST) | €16.72 | €30.84 | 45.8% |
Ebusco Holding (ENXTAM:EBUS) | €1.656 | €2.91 | 43% |
Ctac (ENXTAM:CTAC) | €3.18 | €3.83 | 16.9% |
Here we highlight a subset of our preferred stocks from the screener
Arcadis
Overview: Arcadis NV is a global company providing design, engineering, and consultancy services for natural and built assets, with a market capitalization of approximately €5.32 billion.
Operations: The company generates revenue through four primary segments: Places (€1.94 billion), Mobility (€978.80 million), Resilience (€1.96 billion), and Intelligence (€122.50 million).
Estimated Discount To Fair Value: 48.5%
Arcadis, priced at €59.15, appears undervalued based on discounted cash flow analysis, with an estimated fair value of €114.76, indicating a potential underpricing of 48.5%. Despite this, its revenue growth is modest at 1.6% annually—slower than the broader Dutch market's 9.7%. However, earnings are expected to increase significantly by 20.72% yearly over the next three years. Recent contracts like leading Enterprise Decision Analytics for Henderson highlight its strategic expansions but it maintains a high level of debt.
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The analysis detailed in our Arcadis growth report hints at robust future financial performance.
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Take a closer look at Arcadis' balance sheet health here in our report.
InPost
Overview: InPost S.A., along with its subsidiaries, operates as an out-of-home e-commerce enablement platform offering parcel locker services across Europe, with a market capitalization of approximately €8.36 billion.
Operations: The company generates revenue from two primary segments: Segment Adjustment at PLN 6.35 billion and International - Mondial Relay at PLN 2.92 billion.