Added to YB: 2026-04-01
Pitch date: 2026-03-30
EEFT [bullish]
Euronet Worldwide, Inc.
-0.84%
current return
Author Info
No bio for this author
Company Info
Euronet Worldwide, Inc. provides payment and transaction processing and distribution solutions to financial institutions, retailers, service providers, and individual consumers internationally.
Market Cap
$2.6B
Pitch Price
$66.93
Price Target
109.00 (+64%)
Dividend
N/A
EV/EBITDA
3.37
P/E
9.52
EV/Sales
0.72
Sector
Financial Services
Category
value
Euronet (NasdaqGS:$EEFT): An Integrated Payments Play
EEFT: 3 segments—EFT (30% rev, 56K ATMs), epay (28% rev, gift card distribution), Money Transfer (42% rev via Ria/XE). Sum-of-parts: ATM 6x EBITDA=$2.2B EV, epay 7x=$959M, Money Transfer 8x=$1.9B = $5.1B total vs $3.27B market EV (~36% discount). Fair value $109/share, 66% upside. Money Transfer moat via 600K payout locations, 54% digital mix, 35% incremental margins. Risks: immigration policy, FX volatility, digital competition (Wise/Remitly), stablecoin disruption, regulatory caps on fees.
Read full article (6 min)