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Added to YB: 2026-07-30

Pitch date: 2026-07-28

ADYEN.AS [bullish]

Adyen N.V.

-1.23%

current return

Author Info

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 26.4B

Pitch Price

EUR 892.00

Price Target

1.3K (+46%)

Dividend

N/A

EV/EBITDA

12.61

P/E

24.87

EV/Sales

6.65

Sector

Financial Services

Category

value

Show full summary:
Adyen: 2026 Financial Model and Valuation Update

ADYEN.AS: Down 41% to €836 since March 2025 as mgmt cut 2026 CC growth guidance twice (now 20-22%). FY25 net rev €2.36B (+18%), EBITDA margin 53% (beat target), 87% FCF conversion, take rate 17.1bps. DCF: €1,302 FV = 56% upside. Now attractive vs prior hold. Risks: Stripe/PayPal competition, further guidance cuts.

Read full article (4 min)