Added to YB: 2026-07-06
Pitch date: 2026-07-03
PRX.AS [bullish]
Prosus N.V.
+2.11%
current return
Author Info
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Company Info
Prosus N.V. engages in the e-commerce and internet businesses in Asia, Europe, Latin America, North America, and internationally.
Market Cap
EUR 89.7B
Pitch Price
EUR 37.37
Price Target
60.50 (+59%)
Dividend
0.76%
EV/EBITDA
12.11
P/E
8.09
EV/Sales
9.46
Sector
Broadline Retail
Category
value
Show full summary:
Prosus FY2026: $1.3 Billion EBITDA, a 37% Discount… and a Trap to Avoid?
PRX.AS: FY26 rev $9.7B (+57%), ecosystem aEBITDA $1.3B (+84%), FCF ex-Tencent flipped to +$275M. NAV €60.5/share, 37% discount, $5B FY27 buyback accretive. Tencent = 76% of NAV. Risks: iFood FY27 aEBITDA to drop to $100-150M from $400M, JET $4.9B bet near breakeven, impairments. Moderate-high conviction.
Read full article (6 min)