Company Deep Dive
Read the full research report: business segments breakdown, earnings transcripts review, management credibility analysis, competitive landscape, and scenarios.
NEDAP.AS
Strong BuyFull HouseAPPROVENedap N.V. · Technology · Netherlands · $719M · Avg Vol: $379K/d
Nedap demonstrates classic compounder traits with strong ROIC and an asset-light model that scales through recurring software revenue. Their integration into essential logistics and retail infrastructure, including successful expansion with major partners like Albert Heijn, underscores their defensive moat and pricing power.
COMPANY DESCRIPTION
Nedap N.V. develops and supplies smart technological solutions across diverse domains, including livestock management, retail security, access control, and library automation. The company's competitive moat is rooted in its continuous innovation in IoT and RFID technologies, coupled with deep expertise in specialized niche markets, offering integrated hardware and software solutions that address specific industry challenges globally.
FINANCIAL SUMMARY (EUR)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 229.5M | 262.4M | 251.6M | 279.8M | 6.8% | 297.1M | 309.4M | 335.8M | 9.5% |
| EPS (EUR) | 2.82 | 2.87 | 3.31 | 2.82 | 3.72 | 7.2% | 4.29 | 4.80 | 5.81 | 24.9% |
| Shares | — | 6.5M | 6.6M | 6.6M | 6.6M | +1.4% | 6.6M | — | — | — |
| Debt | — | 16.4M | 16.1M | 15.7M | 4.4M | -35.4% | 4.7M | — | — | — |
| Equity | — | 81.2M | 85.3M | 83.7M | 89.5M | 3.3% | — | — | — | — |
| Op CF | — | 17.7M | 29.8M | 28.9M | 44.5M | 36.1% | 52.6M | — | — | — |
| Inv CF | — | -11.3M | -19.2M | -14.7M | -9.5M | — | — | — | — | — |
| Fin CF | — | -18.5M | -17.9M | -20.1M | -35.7M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of NEDAP.AS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| NEDAP.AS | Nedap N.V.(you) | $719M | 97 | Strong Buy |
| TWEKA.AS | TKH Group N.V. | $2.4B | 95 | Strong Buy |
| TOM2.AS | TomTom N.V. | $598M | 59 | Hold |
| CMCOM.AS | CM.com N.V. | $268M | 43 | Hold |
| ESTCN.MX | Elastic N.V. | $8.8B | 60 | Hold |
| NXPIN.MX | NXP Semiconductors N.V. | $56.4B | 89 | Strong Buy |
| ASM1N.MX | ASM International NV | $50.0B | 86 | Strong Buy |
| BESI.AS | BE Semiconductor Industries N.V. | $18.1B | 59 | Hold |
| 1N8.DE | Adyen N.V. | $39.9B | 63 | Hold |
| STMPA.PA | STMicroelectronics N.V. | $44.8B | 58 | Hold |
Peer medians: ROE 26.8% · P/E 29.7x · Gross margin 52.7%