Added to YB: 2026-04-20
Pitch date: 2026-04-16
ADYEN.AS [neutral]
Adyen N.V.
+2.59%
current return
Author Info
Bob’s Payment Stock Substack is a former analyst and portfolio manager. Fundamental buy-and-hold investor. Talking stocks and markets. Focus on Payments, Financial Technology, and Payroll and HCM. Sign up for the newsletter.
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 960.00
Price Target
1.4K (+50%)
Dividend
N/A
EV/EBITDA
15.82
P/E
28.68
EV/Sales
8.35
Sector
Financial Services
Category
growth
Q1 2026: Portfolio Update + Investable Universe - Long Adyen
ADYEN.AS (holding update): Modern payments platform built in-house (vs legacy M&A cobble) w/ local acquiring licenses & banking charters. Best-in-class growth & profitability rivaling V/MA. Mid-to-high teens organic net rev growth via existing customer expansion, new verticals, embedded finance monetization. Fair value €1,150-€1,435 (20-50% upside). Top pick in payments & overall market.
Read full article (1 min)