Added to YB: 2024-08-16
Pitch date: 2024-06-30
ADYEN.AS [bullish]
Adyen N.V.
-10.87%
current return
Author Info
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Company Info
Adyen N.V. operates a payments platform in Europe, the Middle East, Africa, North America, the Asia Pacific, and Latin America.
Market Cap
EUR 30.2B
Pitch Price
EUR 1.1K
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Financial Services
Category
value
Show full summary:
Loomis Sayles International Growth Fund Portfolio Holding: Adyen N.V.
ADYEN.AS: Payment provider grew Q1 rev 21%, volumes 46% YoY. Take rate dropped to 15% due to large client volume discounts. 19 platforms >€1B processed. Secular shift to e-payments, high growth vs peers, small market share. Expect 2x industry growth rate, margin expansion, strong cash flow. Shares undervalued vs intrinsic value.
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