Added to YB: 2026-06-02
Pitch date: 2026-05-31
EDR.MC [bullish]
eDreams ODIGEO S.A.
+18.52%
current return
Author Info
Company Info
eDreams ODIGEO S.A., together with its subsidiaries, operates as an online travel company in France, Southern Europe, Northern Europe, and internationally.
Market Cap
EUR 484.5M
Pitch Price
EUR 4.32
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.88
P/E
10.18
EV/Sales
1.17
Sector
Hotels, Restaurants and Leisure
Category
growth
eDreams: Disproving the Bears and Regaining Credibility
EDR.MC: OTA subscription play, Prime model intact post-Nov '25 selloff. FY26 subs 7.9M (+8.9%), beat revised est; Adj EBITDA €172.3M (+29%), 25.8% margin. Ryanair blocking headwind overblown (Italy fined Ryanair €256M). New rail, geos drive 15% EBITDA CAGR FY27-30. CEO buying at €7, cheap, ~20% buyback in 16mo, +22% since Q4. Re-rate ahead.
Read full article (8 min)