Added to YB: 2025-11-12
Pitch date: 2025-11-05
NEXI.MI [neutral]
Nexi S.p.A.
-1.22%
current return
Author Info
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Company Info
Nexi S.p.A. provides electronic money and payment services to banks, small and medium-sized enterprises, large international corporations, institutions, and public administrations in Italy, Nordics and Baltics, Germany, Austria, Switzerland, Poland, Southeast Europe, and internationally.
Market Cap
EUR 4.8B
Pitch Price
EUR 4.10
Price Target
N/A
Dividend
6.17%
EV/EBITDA
6.27
P/E
17.29
EV/Sales
1.35
Sector
Financial Services
Category
value
Medtech, telcos and AI fears - Nexi (NEXI.MI)
NEXI.MI (quick overview): Stabilizing after difficult stretch; Q3 revenue/EBITDA in-line, ~2% organic growth (mid-single digits ex-portfolio losses). 2025 guidance: low-mid single digit growth, €800M+ FCF. Growth initiatives target 2026 via ISV partnerships, direct sales expansion. Trades ~5x fwd EBITDA despite 10%+ shareholder returns. Capital Markets Day in March could reframe narrative.
Read full article (2 min)