Added to YB: 2026-05-11
Pitch date: 2026-05-07
ADYEN.AS [neutral]
Adyen N.V.
+0.11%
current return
Author Info
The Reservist is building a long-duration high growth portfolio of companies, looking to outperform the QQQ for the next 7 years. In depth stock analysis and portfolio management thoughts. 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 30.2B
Pitch Price
EUR 941.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.66
P/E
28.49
EV/Sales
8.26
Sector
Financial Services
Category
growth
Adyen Q1: Smooth sailing
ADYEN.AS (earnings): Q1 rev €620.8M (+20% constant currency), vol €382B (+21%). Reiterated 2026 guide: 20-22% rev growth, EBITDA margin in line w/ 2025, path to 55%+ by 2028. Talon.One acquisition (€750M) adds loyalty/promo layer to unified commerce stack for enterprise retailers. Strategy: double down on large multi-channel merchants vs chasing agentic/AI-native long tail (Stripe's turf). Betting unified data moat deepens as enterprises deploy AI.
Read full article (5 min)