Professional
Added to YB: 2025-11-28
Pitch date: 2025-11-25
EEFT [neutral]
Euronet Worldwide, Inc.
+7.81%
current return
Author Info
Voss Capital is a hedge fund looking for value-oriented special situations. 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
$72.82
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.83
P/E
10.75
EV/Sales
0.84
Sector
Financial Services
Category
value
Voss Capital Portfolio Holding: Long EEFT
EEFT (reduced position): Diversified payments co trading at 7x earnings (cheapest ever) after Q3 disappointed across all segments. EFT incremental margins fell from 52% to 27% over 4 quarters. Growth assets REN/Dandelion lack disclosure. 1% remittance tax 2025 headwind. Catalysts: Q1'26 analyst day, aggressive buybacks expected. Global distribution network strategically valuable but may need sale/take-private to unlock.
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