Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ACKB.BR
BUYFLAGAckermans & Van Haaren NV · Industrials · Belgium · $10.6B · Avg Vol: $9M/d
Ackermans & Van Haaren has value exactly at V60 and momentum exactly at M60, but quality at Q53 misses the all-three-above-60 path and there is no corroborating filing. A 4.3% forward-EPS cut is separately adverse.
COMPANY DESCRIPTION
Ackermans & Van Haaren NV (AvH) is a diversified Belgian holding company operating across marine engineering, private banking, real estate, and energy sectors. The group's core holdings include DEME, a global leader in dredging and offshore wind installation, and Delen Private Bank. AvH's competitive moat is defined by its long-term active management style, conservative balance sheet, and a track record of compounding shareholder value.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 5.0B | 5.9B | 6.9B | 6.8B | 10.6% | 6.8B | 7.1B | 7.1B | 2.0% |
| EPS | 13.96 | 24.33 | 13.80 | 16.01 | 20.63 | 10.3% | 20.62 | 20.97 | 21.82 | 2.8% |
| Shares | — | 33.2M | 32.7M | 32.7M | 32.7M | -1.5% | 32.7M | — | — | — |
| Debt | — | 10.2B | 11.0B | 11.3B | 11.9B | 5.2% | 2.5B | — | — | — |
| Equity | — | 5.3B | 5.6B | 6.0B | 6.5B | 7.2% | — | — | — | — |
| Op CF | — | 815.2M | 704.4M | 1.6B | 1.1B | 11.9% | 1.1B | — | — | — |
| Inv CF | — | 3.1M | -592.5M | -601.9M | -1.0B | — | — | — | — | — |
| Fin CF | — | -505.3M | -307.3M | -553.5M | -29.6M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of ACKB.BR are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ACKB.BR | Ackermans & Van Haaren NV(you) | $10.6B | 77 | BUY |
| DEME.BR | DEME Group NV | $5.1B | 86 | STRONG BUY |
| CFEB.BR | Compagnie d'Entreprises CFE SA | $372M | 98 | STRONG BUY |
| MOUR.BR | Moury Construct SA | $345M | 100 | STRONG BUY |
| UMI.BR | Umicore SA | $5.7B | 76 | BUY |
| VIO.BR | Viohalco S.A. | $5.7B | 79 | BUY |
| CENER.AT | Cenergy Holdings SA | $5.8B | 70 | BUY |
| BEKB.BR | NV Bekaert SA | $2.2B | 89 | STRONG BUY |
| JEN.BR | Jensen-Group NV | $880M | 91 | STRONG BUY |
| FLOB.BR | Floridienne S.A. | $663M | 51 | HOLD |
Peer medians: ROE 13.1% · P/E 14.0x · Gross margin 17.9%