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Added to YB: 2025-08-19

Pitch date: 2025-08-15

ADYEN.AS [neutral]

Adyen N.V.

-4.73%

current return

Author Info

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 41.5B

Pitch Price

EUR 1.4K

Price Target

N/A

Dividend

N/A

EV/EBITDA

26.16

P/E

41.62

EV/Sales

13.32

Sector

Financial Services

Category

growth

Show full summary:
Adyen: Why the Stock Fell 20% (and Rebounded)

ADYEN.AS (earnings update): Rev +20% to €1.09B, Op Inc +29% to €483M (44% margin). PV +5% (23% ex-Cash App). Take rate +2.1bps to 16.8bps. Guidance cut for 2025 but 2026 midterm targets reaffirmed (low-high 20s growth, 50%+ EBITDA margin). €3.8B net cash (2% yield) raises capital allocation questions. Fair valued at €1,350.

Read full article (9 min)