Professional
Added to YB: 2025-01-28
Pitch date: 2025-01-26
EDEN.PA [bullish]
Edenred SE
-37.93%
current return
Author Info
Alex is an MBA from Columbia Business School, Value Investing Program that invests in global stocks. Sign up for the newsletter.
Company Info
Edenred SE provides digital platform for services and payments for companies, employees, and merchants worldwide.
Market Cap
EUR 4.4B
Pitch Price
EUR 29.97
Price Target
N/A
Dividend
6.57%
EV/EBITDA
6.33
P/E
8.87
EV/Sales
2.58
Sector
Financial Services
Category
growth
Rome Capital Portfolio Holding: Edenred SE
EDEN.PA: Top player in employee benefits market (60% share w/ Pluxee). 5% cut on meal voucher spend + float income. Network effect, inflation-linked growth. Double-digit growth prospects. Stock halved on Italy issues (10% EBITDA risk). 8x EV/EBITDA, 8% yield. Strong rerating potential if executed/resolved.
Read full article (2 min)