Added to YB: 2025-08-27
Pitch date: 2025-08-23
ADYEN.AS [neutral]
Adyen N.V.
-27.7%
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 33.3B
Pitch Price
EUR 1.5K
Price Target
1.9K (+84%)
Dividend
N/A
EV/EBITDA
15.74
P/E
29.64
EV/Sales
8.24
Sector
Financial Services
Category
growth
Adyen N.V. – Still a FinTech Winner, Ignore the Short-Term Noise!
ADYEN.AS (earnings update - hold): Dutch fintech missed H1 volumes due to macro headwinds & US tariffs, cutting FY25 guidance 2pp. However, strong underlying momentum with wallet share gains, new logos, 23% volume growth ex-large client. EBITDA margin expanded 400bps to 50%, FCF €470M. Trading 35x FY25 EBITDA vs historical premium. €1,945 target (13% CAGR).
Read full article (12 min)