Added to YB: 2025-08-15
Pitch date: 2025-08-13
PLX.PA [bullish]
Pluxee N.V.
-25.2%
current return
Author Info
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Company Info
Pluxee N.V. offers employee benefits and engagement solutions services in France, Latin America, Continental Europe, and internationally.
Market Cap
EUR 2.0B
Pitch Price
EUR 17.82
Price Target
N/A
Dividend
2.82%
EV/EBITDA
1.96
P/E
9.99
EV/Sales
0.70
Sector
Financial Services
Category
turnaround
From spin-off to opportunity | Why Luuk bought Pluxee
PLX.PA: Pluxee employee benefits spin-off from Sodexo down 36% on regulatory concerns. Strong moat via network effects with 1.7M merchants, 500K clients, 37M consumers. Undervalued at 7.9x EV/EBITDA vs Edenred's 13-17x due to fee caps in Italy/France & Brazil exclusivity risks. Family owns 42% (58% votes).
Read full article (3 min)