Added to YB: 2025-11-11
Pitch date: 2025-11-05
EDEN.PA [neutral]
Edenred SE
-21.61%
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 22.72
Price Target
N/A
Dividend
6.44%
EV/EBITDA
6.41
P/E
9.04
EV/Sales
2.61
Sector
Financial Services
Category
value
How the Edenred Amplified 25-28 Update elevated my conviction
EDEN.PA (update): Edenred CMD outlined path to €5B revenue by 2030 via ARPU growth (€45→€70) & cross-sell expansion (1.5→2.5 solutions/client). 104% NRR, 12x CAC payback. Italy regulatory headwind 4-5% FY26. Trading 8x FCF despite 15-18% FCF yield by 2030. Strong dividend growth potential from 5% yield.
Read full article (7 min)