Added to YB: 2025-10-10
Pitch date: 2025-10-08
EDEN.PA [bullish]
Edenred SE
-15.23%
current return
Author Info
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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 21.01
Price Target
42.00 (+136%)
Dividend
6.44%
EV/EBITDA
6.41
P/E
9.04
EV/Sales
2.61
Sector
Financial Services
Category
value
Edenred SE (FR:EDEN)
EDEN.PA: Global B2B2C payment platform leader trading <8x forward PE vs historical 24x PE despite €5B revenue target by 2030 (10% CAGR). Structural tailwinds: inflation boosts voucher values, digitization drives adoption, underpenetrated SME market. Near-term headwinds: Italy fee cap (-€60M EBITDA), Brazil regulation uncertainty (-€60-80M), falling rates (-€30M). 6.6% dividend yield downside protection.
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