Added to YB: 2025-11-13
Pitch date: 2025-11-10
EEFT [bullish]
Euronet Worldwide, Inc.
+9.1%
current return
Author Info
P14 Capital is a former buy-side research analyst who uncovers undervalued opportunities in SMID-cap equities. Long-biased and generalist. Sign up for the newsletter.
Company Info
Euronet Worldwide, Inc. provides payment and transaction processing and distribution solutions to financial institutions, retailers, service providers, and individual consumers worldwide.
Market Cap
$3.1B
Pitch Price
$71.96
Price Target
130.00 (+66%)
Dividend
N/A
EV/EBITDA
3.83
P/E
10.75
EV/Sales
0.84
Sector
Financial Services
Category
growth
LONG $EEFT - 3Q25 ER Update
EEFT (earnings): Down ~18% post-Q3 miss ($1.15B rev vs $1.20B est, +4% YoY); immigration enforcement hit Money Transfer (+3% YoY); digital MT +32% YoY, 16% of total; REN $55M rev, 65% margins, +40% YoY; new Citi/Dandelion partnership; trades 10.6x GAAP EPS for 38% 5yr EPS CAGR; base case $130 target (+79% upside)
Read full article (14 min)