Added to YB: 2025-09-24
Pitch date: 2025-09-22
EDEN.PA [neutral]
Edenred SE
-8.15%
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 provides digital platform for services and payments for companies, employees, and merchants worldwide.
Market Cap
EUR 4.4B
Pitch Price
EUR 20.25
Price Target
N/A
Dividend
6.57%
EV/EBITDA
6.33
P/E
8.87
EV/Sales
2.58
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)