Added to YB: 2025-08-01
Pitch date: 2025-07-31
EDEN.PA [neutral]
Edenred SE
-10.69%
current return
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 5.0B
Pitch Price
EUR 24.97
Price Target
N/A
Dividend
6.27%
EV/EBITDA
5.49
P/E
10.00
EV/Sales
2.32
Sector
Financial Services
Category
growth
Half-Year Investor Letter – July 2025: Newest Addition - Edenred SE
EDEN.PA (new position): Global payment platform connecting employers, employees & merchants. Capital-light model monetizes all network sides: employer/merchant fees + float interest. French govt scrapped merchant fee cap plans in June, requires full digital transition by 2027. Brazil regulatory risk remains with potential 3.5% merchant rate cap. Strong moat from network effects & switching costs.
Read full article (2 min)