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Added to YB: 2025-12-16

Pitch date: 2025-12-12

PRX.AS [bullish]

Prosus N.V.

-0.15%

current return

Author Info

No bio for this author

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 137.9B

Pitch Price

EUR 52.98

Price Target

78.40 (+47%)

Dividend

0.38%

EV/EBITDA

19.50

P/E

8.19

EV/Sales

19.56

Sector

Broadline Retail

Category

value

Show full summary:
Theodosian Capital | Stocks Update 12/12/2025 - PRX – Delivery Hero remarks

PRX.AS (update): Delivery Hero (20% stake worth $2B, 1% of NAV) exploring strategic options after €900M EBITDA turnaround vs -€1.1B in 2021. DH evaluating asset sales, partnerships, IPOs following $2B Talabat IPO. PRX must sell DH stake by Aug per EU. Trading €53.69 vs €78.4 NAV (32% discount).

Read full article (1 min)