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Independent equity research

Is Distribuidora Internacional de Alimentacion, S.A. (DIA) a Buy, Hold or Sell?

Distribuidora Internacional de Alimentacion, S.A. — our independent, AI-built valuation and rating, in brief.

HOLD (trim into strength)
12-mo fair value
€40.00
To fair value
−10%

By · report dated 2026-09-14 · fair value derived independently of the market price.

The thesis, in brief

DIA's Spanish engine is genuinely excellent - four consecutive like-for-like accelerations to +8.8%, volume-led, at prices below food inflation - but at EUR 41.45 the equity already pays for it: our own cash flows say EUR 40, and the buyer gets no dividend before 2027 alongside a 77.7% owner

How we value it

We value Distribuidora Internacional de Alimentacion, S.A. using DCF on pre-IFRS-16 FCFF at an 8.8% WACC, cross-checked on lease-inclusive EV/EBITDA. The 12-month fair value is set from that intrinsic estimate first, then compared to the market to read the upside or downside — never anchored to the current price.

What the full report covers

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