Added to YB: 2025-11-27
Pitch date: 2025-11-25
PRX.AS [neutral]
Prosus N.V.
-4.52%
current return
Author Info
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Company Info
Prosus N.V. engages in the e-commerce and internet businesses in Asia, Europe, Latin America, North America, and internationally.
Market Cap
EUR 139.0B
Pitch Price
EUR 55.77
Price Target
N/A
Dividend
0.37%
EV/EBITDA
19.66
P/E
8.24
EV/Sales
19.72
Sector
Broadline Retail
Category
value
Prosus (PRX Netherlands): Tencent’s tailwinds meet structural limits
PRX.AS (update): E-commerce portfolio now profitable w/ $530M H1 adj EBITDA, $1.3B FCF (mostly Tencent dividends). Targeting $1.1B 2026 EBITDA, India growth focus. More flexible buybacks, fewer Tencent sales. Trades near look-through NAV but structural discount persists due to governance complexity.
Read full article (2 min)