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Added to YB: 2026-06-30

Pitch date: 2026-06-26

EDEN.PA [bullish]

Edenred SE

+24.71%

current return

Author Info

No bio for this author

Company Info

Edenred SE operates as a digital platform for services and payments for companies, employees, and merchants worldwide.

Market Cap

EUR 6.6B

Pitch Price

EUR 22.58

Price Target

37.20 (+32%)

Dividend

4.65%

EV/EBITDA

7.61

P/E

13.85

EV/Sales

3.08

Sector

Financial Services

Category

value

Show full summary:
Weird Shit Investing 2026 - Edenred SE

EDEN.PA: Largest employee-benefits/fleet payments network (60m users, 45 countries) down ~64% from 2023 peak on food-voucher fee caps in Italy/Brazil/France. At €21.5: ~5-6x EV/EBITDA, ~10x P/E, 6.8% yield, ~8.4% buyback. Merchant replacement cost €9-23bn vs €6.7bn EV. 2030 IRR: bear -8%, base 34%, bull 63%.

Read full article (1 min)