AD AMS Annual report · ESEF
Ahold Delhaize (AD) · Q4 2025 results and valuation
Share price: €35.22 · 2026-11-11
Results Q4 2025 vs Q4 2025 · previous quarter
EPS flat on the previous quarter. The report's language is unchanged.
Only a basic analysis is available for this company at the moment.
1 · Numbers
±0%
EPS vs Q4 2025
EPS 0.43 vs 0.43
2 · How the report reads
Unchanged
Language tone vs last period
Report language: typical for a company report — about as upbeat as in Q4 2025.
Weak signal: formal report language, not a call.
3 · What stood out
Key theme
The report highlights the "Growing together strategy" as a key theme for the company's business and growth.
Valuation
Is Ahold Delhaize undervalued?
Reverse DCF. Free cash flow from the last full fiscal year (2025-12-31), grown for 10 years, discounted back, plus a terminal value. “Implied growth” is the rate the current price assumes.
At −20.0% growth a year (3-year revenue growth), the model's fair value is $3.37 a share — the stock trades 722% above it. Today's price assumes 4.0% growth a year.
Current price
$27.75
close of 2026-11-11
Market implies growth of iThe yearly free-cash-flow growth, for the next 10 years, that today’s share price already assumes. If you believe the company grows faster than this, the stock is cheap under this model; slower, and it is expensive.
+4.0% for 10 yrs
Fair value / share
$3.37
Buy below
$2.53
Price vs fair value
Overvalued >200%
Price vs buy-below price
Overvalued >200%
Read between the lines
-
Key theme
The CEO's message highlights five key themes for the quarter, which represent the primary focus areas for the group.
Source quote
“Group highlights 5 message from our CEO”
Tone
How upbeat the language was, compared with other companiesiTone counts positive minus negative finance words, adjusted for length. Executives mostly speak positively, so the labels compare each call with every company's latest call: “typical” is the middle third, “very upbeat” the top tenth, “cautious” the bottom tenth.. Dot: Q4 2025. Ring: Q4 2025.
Typical for a company report — about as upbeat as in Q4 2025. Periodic reports carry legally required risk wording, so their tone moves little and is a weak signal.
Full figures
USD · SEC EDGAR XBRL (10-Q, period end 2025-12-31)
| Metric | Q4 2025 | Q4 2025 | Change | Q4 2024 | YoY |
|---|---|---|---|---|---|
| EPS | 0.43 | 0.43 | ±0% | 0.05 | +760.0% |
| P/E today 5.6 | 95.7 | 95.7 | +0.0 | 12-mo loss | — |
Latest announcements
Official filings, newest first.
- Results of operations · SEC 8-K
- Acquisition or disposal; Other events · SEC 8-K
- Shareholder vote results · SEC 8-K
- Results of operations · SEC 8-K
- Other events · SEC 8-K
- Director or officer change · SEC 8-K
- Results of operations · SEC 8-K
- Acquisition or disposal; Other events · SEC 8-K