Albertsons Companies (ACI)

Consumer Defensive · Grocery Stores
$11.68 +1.70% on the day Market cap $5.8B 52-week range $10.86 to $20.00 Prices as of Oct 7, 2026

What the price implies

A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.

Free cash flow growth the price needs
-3% a year for 10 years

At a market value of $5.8B, Albertsons Companies's free cash flow of $527M (fiscal 2026) would need to grow about -3% a year for the stock to be worth today's price. That is slower than the company has grown its free cash flow over the last 9 years.

Assumes a 9% discount rate and 3% growth after year 10, on free cash flow (operating cash flow minus capital spending) from Albertsons Companies's SEC filings. Change any assumption, or model revenue and margins instead, in the Modeling tab, or try your own numbers in the reverse DCF calculator.

Implied by the price-2.8% a year
Free cash flow, last 9 years2.1% a year
Revenue, same period3.8% a year
Price to free cash flow11.0x

Fundamental grade

D

Five factors scored 1 to 9 from ACI's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.

Valuation8
Profitability4
Growth2
Financial health1
Cash efficiency4

Key numbers

P/E (trailing)29.2x
P/E (forward)4.98x
Price / free cash flow11.0x
EV / EBITDA7.81x
Price / sales0.07x
Price / book3.05x
Revenue growth+3.5%
Operating margin0.87%
Net margin0.26%
Return on equity11.8%
Dividend yield5.2%
Debt / equity13.6x

Results from SEC filings

Fiscal years, from Albertsons Companies's 10-K filings. The deep dive has 15+ years, quarters and every line.

Fiscal year20222023202420252026
Revenue$71.9B$77.6B$79.2B$80.4B$83.2B
Net income$1.6B$1.5B$1.3B$959M$217M
Free cash flow$1.9B$700M$628M$749M$527M
EPS (diluted)$2.70$2.27$2.23$1.64$0.40
Operating margin3.4%3.0%2.6%1.9%0.87%

Where the revenue comes from

Revenue by products, fiscal 2026.

Non-perishables$40.6B49%
Fresh$26.0B31%
Pharmacy$11.4B14%
Fuel$3.8B5%
Other$1.3B2%

Superinvestors who own ACI

From each investor's latest 13F filing (what a 13F shows). 5 of the investors we track hold it.

InvestorLast quarterValue% of portfolioQuarter
Mason Hawkins
Southeastern Asset Management
Added $117M6.1%Q2 2026
Cliff Asness
AQR Capital Management
Added $97M0.03%Q2 2026
Joel Greenblatt
Gotham Asset Management
Trimmed $16M0.04%Q2 2026
Andrew Redleaf
Whitebox Advisors
Added $6M0.18%Q2 2026
Mario Gabelli
GAMCO Investors
Held $710,3250.01%Q2 2026

Insider buying

Open-market purchases by Albertsons Companies's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.

DateInsiderSharesPriceValue
Mar 12, 2026 Ro Khanna
0$16.90—
Mar 10, 2026 Ro Khanna
0$16.77—
Mar 4, 2026 Ro Khanna
0$17.10—
Feb 26, 2026 Ro Khanna
0$17.81—
Feb 25, 2026 Ro Khanna
0$17.68—
Feb 23, 2026 Ro Khanna
0$18.51—
Feb 18, 2026 Ro Khanna
0$18.13—
Feb 17, 2026 Ro Khanna
0$18.49—
Feb 13, 2026 Ro Khanna
0$18.55—
Feb 12, 2026 Ro Khanna
0$17.91—

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In the full deep dive

DCF fair value per share
Yearly return (IRR) at today's price
Growth implied by revenue and margins
15+ years of statements and quarters

Questions

What growth does Albertsons Companies's stock price imply?

At a market value of $5.8B, Albertsons Companies would need its free cash flow to grow about -3% a year for 10 years (discounted at 9%, 3% growth after that) to be worth today's price. Over the last 9 years its free cash flow grew 2% a year.

Are Albertsons Companies insiders buying the stock?

10 open-market insider purchases of ACI in the last 12 months, from SEC Form 4 filings.

Which superinvestors own Albertsons Companies?

5 of the superinvestors Investingly tracks hold ACI in their latest 13F, including Mason Hawkins, Cliff Asness, Joel Greenblatt.

Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.