Added to YB: 2026-08-19
Pitch date: 2026-08-16
EDEN.PA [neutral]
Edenred SE
Author Info
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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
N/A
Price Target
N/A
Dividend
4.65%
EV/EBITDA
7.61
P/E
13.85
EV/Sales
3.08
Sector
Financial Services
Category
value
Edenred Valuation: Two lenses. One €12.44 disagreement.
EDEN.PA (overview): Two DualEdge analysts split €12.44 (~44% of price) using same filings. Milan's marginal-capital lens = €30.96 (8.3% upside); Cas's full-capital lens (0.5x S/C, charges €2 capital per €1 rev) = €18.52 (35% downside). 2026 regulatory reset (Italy/Brazil fee caps) drives 7-10% EBITDA decline; France tail risk. Debate: organic platform vs acquisition-heavy capital burden. Verdict: hold for holders, watchlist for new capital at €28.58.
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