Added to YB: 2025-09-11
Pitch date: 2025-09-09
PLX.PA [bullish]
Pluxee N.V.
-14.22%
current return
Author Info
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Company Info
Pluxee N.V. offers employee benefits and engagement solutions services in France, Latin America, Continental Europe, and internationally.
Market Cap
EUR 2.0B
Pitch Price
EUR 15.54
Price Target
N/A
Dividend
2.82%
EV/EBITDA
1.96
P/E
9.99
EV/Sales
0.70
Sector
Financial Services
Category
value
Edenred/Pluxee: Sunk cost fallacy or opportunity amidst more regulatory pressures? - Pluxee N.V.
PLX.PA: Turkish antitrust investigation into meal voucher collusion affects only 3% of Edenred's sales (~€43M). Despite regulatory headwinds, both PLX & Edenred expect 20-27% revenue growth to 2027. PLX trades 6.8x EV/EBITDA vs peers at 14x, offering 26% IRR potential with higher SMB growth but less diversification than Edenred's 35% IRR.
Read full article (6 min)