<- Go home

Added to YB: 2026-02-11

Pitch date: 2026-02-06

PRX.AS [neutral]

Prosus N.V.

-6.1%

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 127.7B

Pitch Price

EUR 46.66

Price Target

73.70 (+68%)

Dividend

0.43%

EV/EBITDA

18.01

P/E

7.12

EV/Sales

18.07

Sector

Broadline Retail

Category

value

Show full summary:
Theodosian Capital | Stocks Update 6/2/2026 - PRX – A letter from Fabricio

PRX.AS (update): CEO Bloisi targets FY26 $7.3B rev, $1.1B EBITDA; no major M&A planned; $5B annual buyback (50% Tencent/50% cash); $2B+ non-core asset sales this year; Despegar +30% Brazil rev growth, JET +20% with new mgmt; trading €45.62 vs €73.7 NAV (38% discount to book value).

Read full article (2 min)