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Ackermans & Van Haaren NV (ACKB) Fair Value & Analysis

Industrials · BE · Market cap €8.8B · ISIN BE0003764785

What is Ackermans & Van Haaren NV really worth?

AV Ackermans & Van Haaren NV ACKB · BR
Price€280.60
Fair Value€235.66
Upside−16.0%
Quality43/100

Below-average quality, and trading another 19% above our fair value of €235.66.

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Strengths

Low debt · generates free cash flow

Risks

!Mixed Growth (revenue 5y +8.8 %/yr)
!Thin margins · 9.9% net margin
!Trails peers (5/15)
!Moderate moat 50/100
!Weak on valuation: 12 out of 100

For context

·1.64% dividend yield
Evidence: High Range €151.37 – €294.58

Fair value as of: Aug 29, 2026

From 13 valuation models · updated 7 days ago

Share price +3.8% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • Weak quality (43/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • A fairly wide model range (€151.37 to €294.58) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

€293.01 €118.59 Fair Value €235.66 Jul 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 29, 2026.

How to read this chart

60‑month range €118.59 – €293.01 · fair‑value band €151.37 – €294.58 · the €280.60 price screens above the €235.66 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 29, 2026.

Full chart & analysis →

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Analysis

Ackermans & Van Haaren NV (ACKB) currently trades at €280.60, while our model-based Fair Value estimate is €235.66, implying the stock looks roughly 19.1% overvalued today. The Quality Score stands at 43/100 (below-average quality), in the Industrials sector. Bull case: the Earnings-Based group reads highest at a median of €634.47 per share, and 6 of the 13 models we run sit above the €280.60 price. Bear case: the Dividend Discount group reads lowest at €57.57, and 7 of the 13 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Ackermans & Van Haaren NV generated revenue of €6.0B at a net margin of 9.9%. Revenue declined 7.3% year over year. It earns a return on equity of 11.0%. Net debt stands at €9.2B. Fundamentals as of Aug 29, 2026

Our scenario range runs from €151.37 (bear case) to €294.58 (bull case); at €280.60, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 5% below its 52-week high and 37% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at −46% fair-value upside, at −16%, ACKB screens cheaper than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly €9.17 per share, which is 3.9 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income €152.24 €169.68 €284.29 72
Growth DCF €84.07 €196.87 €378.59 71
Owner Earnings €258.85 €623.27 €1,360 68
All 13 models by family
DCF Models
Owner Earnings €258.85 €623.27 €1,360 68
5Y P/E Exit €127.72 €346.39 €646.18 64
10Y P/E Exit €119.53 €332.87 €687.53 57
Earnings-Based
Graham-Dodd €123.27 €859.66 €1,206 61
Lynch FV €444.13 €634.47 €824.81 59
Dividend Discount
Gordon GGM €33.43 €66.62 €100.88 64
DDM Multi-Stage €33.43 €57.57 €70.32 65
Multiples
P/E Multiple €176.75 €235.66 €294.58 63
P/B Multiple €183.13 €244.18 €305.22 55
Asset-Based
NCAV (Graham) €87.21 €116.86 €174.41 54
Growth DCF
Growth DCF €84.07 €196.87 €378.59 71
Rev-Margin DCF €183.99 €389.38 €816.99 65
Economic Profit
Residual Income €152.24 €169.68 €284.29 72

Widest divergence: Earnings-Based (€634.47) versus Dividend Discount (€57.57). Highest evidence: Residual Income (72).

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Key figures & financial health

P/E ratio 15.5
P/S ratio 1.54 P/E × margin
EPS (TTM) €18.10 price ÷ EPS = P/E 15.5
Dividend yield 1.6% payout 25.4%
Net margin 9.9% FY2025
Return on equity 11.0% TTM
More key figures
Profitability
Return on assets (EBIT) 2.5% avg 5y
Operating margin 15.3% TTM
Growth
Revenue (TTM) €6.0B TTM
Revenue growth (YoY) −7.3% 3y avg +10.6%
EPS growth (YoY) +23.1%
Balance sheet & cash flow
Free cash flow €273M FY2025
Net debt €9.2B FY2025 · ≈ 33.5 yrs of FCF

Figures from reported company fundamentals · as of Aug 29, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 43/100

Of which business quality 41 · Market factors (momentum, volatility) 67

Profitability 29
Margins and returns on capital today
Quality Growth 33
Are margins and returns improving?
Cashflow 34
Earnings quality: real cash, not paper profit
Fin. Strength 23
Balance sheet, leverage, solvency risk
Investment 67
Disciplined investing over empire-building
Low Volatility 81
Calm price path (market factor)
Momentum 54
Price trend over the last 3–12 months (market factor)
52W Momentum 73
Distance to the 52-week high (market factor)
Net Issuance 84
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Ackermans & Van Haaren NV engages in marine engineering and contracting, private banking, real estate, energy and resources, and growth capital businesses worldwide.

Full company description

Ackermans & Van Haaren NV engages in marine engineering and contracting, private banking, real estate, energy and resources, and growth capital businesses worldwide. The Marine Engineering & Contracting segment engages in the marine construction activities, including dredging and civil works on water, as well as offshore activities in the areas of renewable energy, oil and gas, soil and sludge remediation, and aggregate and mineral extraction; real estate development, multitechnics, and construction and renovation activities; and development of port projects and related industrial zones, as well as offshore wind farms. The Private Banking segment offers discretionary asset management services for private clients; and specialized advisory banking services for entrepreneurs and liberal professionals, as well as financing and financial leasing services for cars, equipment, charging stations, and bicycles. The Real Estate segment develops mixed real estate projects, including redevelopment of iconic buildings and new constructions and residential, retail, and office properties. The Energy & Resources segment produces crude palm oil and bananas; offers hybrid palm oil seeds; and manufactures cement. The AvH & Growth Capital segment provides engineering and solutions in production process automation; validation and compliance services; compact biogas installation; specialty chemicals; and logistics services for rail, port and road transport, and intermodal transport, and warehousing. It also offers crop and food protection products and deals and leases commercial vehicles, as well as distributes aftermarket products. The company also develops medical devices and medicines for the treatment of cancer and genetic diseases. Ackermans & Van Haaren NV was founded in 1876 and is based in Antwerp, Belgium.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Ackermans & Van Haaren NV reported revenue of €6.0B in FY2025 versus €4.3B in FY2021, a compound +8.4%/yr. Reported net income was €593M in FY2025, compounding +9.9%/yr from FY2021.

Growth Quality 58/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
€6.0B
Latest YoY
−1.4%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+10.6%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+8.8%
Avg. revenue growth/yr (25Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+37.1%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+10.4% (8.8 + 1.6)
Revenue +8.4%/yr
FY21 €4.3B
FY22 €4.4B
FY23 €5.2B
FY24 €6.0B
FY25 €6.0B
Net income +9.9%/yr
FY21 €407M
FY22 €709M
FY23 €399M
FY24 €460M
FY25 €593M
Character of growth · EPS growth decomposed (2014-2025) +8.2 % p.a.
Revenue per share +4.4 %

of which total revenue +4.3 % · buybacks/dilution +0.2 %

EBIT margin +0.2 %
Tax rate +0.5 %
Residual (interest, one-offs) +2.9 %

Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).

ACKB screens 19% overvalued. Compare with Quanta Services, Inc →

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Cite: Fair Value Calculator (2026). "Ackermans & Van Haaren NV Fair Value". https://www.fairvalue-calculator.com/stock/ACKB

Peer Group

Engineering & Construction · 816 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 44 · Below median
Fair Value upside −16% · Below median
Return on equity (TTM) 11% · Above median
Return on assets 2% · Above median
Net margin (TTM) 10% · Top 25%
Operating margin (TTM) 15% · Top 25%
Revenue growth −7% · Below median
Dividend yield (TTM) 1.6% · Below median
Debt / equity 0.49× · Higher than 75% of peers

Valuation Multiples vs Engineering & Construction median · lower = cheaper

P/E (TTM) 15.5× · Cheaper than median
P/B 1.78× · Pricier than median
P/S (TTM) 1.71× · Pricier than 75% of peers
P/FCF 37.2× · Pricier than 75% of peers
EV/EBITDA 9.6× · Pricier than median
PEG 5.74× · Pricier than 75% of peers

Strength profile in five axes (Snowflake)

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE12 · sector 16
FUTURE0 · sector 11
PAST44 · sector 26
HEALTH75 · sector 94
DIVIDEND33 · sector 39

Insider activity: 40/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Engineering & Construction stocks, each showing price versus our Fair Value estimate (as of Aug 29, 2026).

Stock Price Fair Value vs Fair Value
Quanta Services, Inc PWR $620.06 $143.92 −77%
Vinci SA DG €114.35 €185.62 +62%
Comfort Systems USA, Inc FIX $1,615 $519.97 −68%
Larsen & Toubro Limited LT ₹4,072 ₹2,196 −46%
Ferrovial N.V FER €57.28 €19.17 −67%
HOCHTIEF Aktiengesellschaft HOT €426.40 €203.87 −52%
Samsung C&T Corporation 028260 373,000 KRW 261,411 KRW −30%
EMCOR Group EME $775.04 $549.47 −29%
MasTec, Inc MTZ $241.00 $100.00 −59%
Bouygues SA EN €46.65 €65.67 +41%

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Frequently asked questions

Is Ackermans & Van Haaren NV (ACKB) overvalued or undervalued?
As of Aug 29, 2026, our model estimates a fair value of €235.66 versus a price of €280.60, about −16% upside (overvalued).
What is the fair value of ACKB?
Our model-based fair value for Ackermans & Van Haaren NV is €235.66 (as of Aug 29, 2026), built from audited fundamentals. The current price: €280.60.
What is the quality score of ACKB?
Ackermans & Van Haaren NV has a Quality Score of 43/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Ackermans & Van Haaren NV (ACKB)?
Ackermans & Van Haaren NV reported trailing-twelve-month revenue of about €6.0B (latest available figure, as of Aug 29, 2026).
What is the net profit margin of ACKB?
The net profit margin of Ackermans & Van Haaren NV is about 9.9%, meaning it keeps roughly 9.9% of revenue as net income. Based on the latest reported figures.
Does Ackermans & Van Haaren NV pay a dividend?
Ackermans & Van Haaren NV currently shows a dividend yield of about 1.64% relative to its recent price (as of Aug 29, 2026).
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