Professional
Added to YB: 2025-11-21
Pitch date: 2025-09-30
ADYEN.AS [neutral]
Adyen N.V.
-0.44%
current return
Author Info
No bio for this author
Company Info
Adyen N.V. operates a payments platform in Europe, the Middle East, Africa, North America, the Asia Pacific, and Latin America.
Market Cap
EUR 41.5B
Pitch Price
EUR 1.4K
Price Target
N/A
Dividend
N/A
EV/EBITDA
26.16
P/E
41.62
EV/Sales
13.32
Sector
Financial Services
Category
value
Loomis Sayles Global Growth Fund Portfolio Holding: Adyen N.V.
ADYEN.AS (holding update): Global payment processor w/ 21% H1 revenue growth (constant currency) despite missing consensus & lowered FY guidance due to US tariff impact on Asia merchants. 32 platforms now >€1B volume vs 22 prior year. Secular shift to electronic payments + market share gains driving 2x industry growth. High incremental margins enable cash flow expansion. Trading at discount to intrinsic value.
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