Added to YB: 2026-01-12
Pitch date: 2026-01-01
PRX.AS [neutral]
Prosus N.V.
-26.58%
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 89.7B
Pitch Price
EUR 53.78
Price Target
N/A
Dividend
0.76%
EV/EBITDA
12.11
P/E
8.09
EV/Sales
9.46
Sector
Broadline Retail
Category
value
Theodosian Capital | End of Year Review 2025 - Prosus N.V.
PRX.AS (holding update): +38% in 2025 but lagging Tencent's 44% gain despite superior setup. Ecommerce biz strengthened via JustEatTakeaway, Despegar, La Centrale acquisitions in LatAm/Europe/India. Recycling Tencent proceeds into buybacks at wide discount to €78.40 NAV. New flexibility to fund buybacks from non-core assets enables better capital allocation.
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