Added to YB: 2023-12-17
Pitch date: 2023-12-15
EDR.MC [bullish]
eDreams ODIGEO S.A.
-41.64%
current return
Author Info
Company Info
eDreams ODIGEO S.A., together with its subsidiaries, operates as an online travel company in France, Southern Europe, Northern Europe, and internationally.
Market Cap
EUR 428.2M
Pitch Price
EUR 6.94
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.53
P/E
6.28
EV/Sales
1.12
Sector
Hotels, Restaurants and Leisure
Category
growth
Applying Nick Sleep’s and Qais Zakaria’s Analysis of Costco to eDreams
eDreams transitioning to subscription model w/ Prime, like Costco's membership. Prime offers savings, loyalty, lower marketing costs. 3x repeat bookings for Prime members. Vast market, strong moat, low capital needs. Prime has 1.3-16.9 Robustness Ratio. 30M potential EU members from 5.2M now. Predictable growth, high satisfaction = substantial holding potential, like Nomad's Costco position.
Read full article (10 min)