Professional
Added to YB: 2026-04-20
Pitch date: 2026-02-28
ADYEN.AS [neutral]
Adyen N.V.
+2.06%
current return
Author Info
No bio for this author
Company Info
Adyen N.V. operates a payments platform in Europe, the Middle East, Africa, North America, the Asia Pacific, and Latin America.
Market Cap
EUR 30.4B
Pitch Price
EUR 965.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.82
P/E
28.68
EV/Sales
8.35
Sector
Financial Services
Category
growth
Lakehouse Global Growth Fund Portfolio Holding: Adyen N.V.
ADYEN.AS (holding update): Unified enterprise payments platform w/ structural edge vs legacy patchwork systems—superior auth rates, insights. H1 net rev +21%, op profit +28%; vol +19%, take rate up to 17.1bps from 16.2bps on higher-value services (Unified Commerce, Embedded Platforms). 2025 cohort larger, scaling faster. AI layer (Dynamic Identification) driving +6% conversion, -3% costs. Sticky enterprise base w/ negative revenue churn. Trading 25x fwd earnings (all-time low) despite long-tail growth runway.
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