Grupo Nutresa makes packaged foods across Colombia and Latin America, with brands spanning chocolate and confectionery (Chocolates Colombina, Dulcinea), coffee (Cafés La Bastilla), pasta, meats and ready meals. Its defensive edge is brand strength in staple categories and a 41.5% gross margin, which says the pricing power is still there even as the top line shrinks. Revenue is down 1.6%, so the case rests on margin resilience and operating leverage rather than volume growth, and a 15.0% operating margin is the figure to watch. Valuation is hard to read: a trailing P/E of 222 and a forward P/E of 121 imply earnings far below what the business generated historically, and a 7.8% ROE is weak for a brand-heavy franchise. Our composite score is 34/100 and the name sits in no index, so it deserves a deeper look only if the earnings trough can be shown to be cyclical rather than structural.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 20 Oct 2026, 02:20 CEST | ACCE price target | COP 185000 | first publication | COP 323780 |
Answered from Grupo Nutresa fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| NUTRESA.CL Grupo Nutresa | COP 319860.00 | - | - | 227.4x | 7.8% | 50 | 36 |
| BN.PA Danone | €62.24 | €48 | 31% above | 20.6x | 12.2% | 63 | 52 |
| 2802.T Ajinomoto Co., Inc. | ¥5064.00 | - | - | 35.1x | 18.5% | 69 | 62 |
| KHC The Kraft Heinz Company Common Stock | $24.80 | $36 | 30% below | - | -8.8% | 48 | 55 |
| NESTLEIND.NS Nestlé India Limited | ₹1175.00 | - | - | 56.2x | 79.9% | 89 | 55 |
| GIS General Mills Inc. Common Stock | $34.39 | $53 | 35% below | - | -10.5% | 38 | 34 |
| ABF.L Associated British Foods plc | £19.48 | £25 | 23% below | 14.6x | 8.5% | 44 | 47 |
Where NUTRESA.CL ranks against its sector peers on each metric.