Added to YB: 2025-09-24
Pitch date: 2025-09-22
EDEN.PA [neutral]
Edenred SE
-12.05%
current return
Author Info
Patches AKF is an investor discussing global small and medium cap companies - ideally those with minimal coverage on the internet. Sign up for the newsletter.
Company Info
Edenred SE operates as a digital platform for services and payments for companies, employees, and merchants worldwide.
Market Cap
EUR 4.5B
Pitch Price
EUR 20.25
Price Target
N/A
Dividend
6.44%
EV/EBITDA
6.41
P/E
9.04
EV/Sales
2.61
Sector
Financial Services
Category
value
Patches AKF | Portfolio Holdings - Valuation Analysis - Edenred SE
EDEN.PA (update): Meal voucher leader trading <4x regulated EBITDA+float despite 6%+ 2025 EBITDA growth guidance. Italy fee cap cuts 2025 EBITA 5%, but even apocalyptic France/Brazil reg changes (37% meal voucher rev) would only reduce EBITDA 20%. At 5.8x remaining stub vs 14x EU index.
Read full article (2 min)