Added to YB: 2025-12-02
Pitch date: 2025-11-28
PRX.AS [neutral]
Prosus N.V.
-18.25%
current return
Author Info
No bio for this author
Company Info
Prosus N.V. engages in the e-commerce and internet businesses in Asia, Europe, Latin America, North America, and internationally.
Market Cap
EUR 127.7B
Pitch Price
EUR 53.60
Price Target
79.90 (+82%)
Dividend
0.43%
EV/EBITDA
18.01
P/E
7.12
EV/Sales
18.07
Sector
Broadline Retail
Category
value
Theodosian Capital | Stocks Update 28/11/2025 - PRX – Solid results
PRX.AS (update): Strong momentum w/ ecommerce profits +70% YOY, 22% revenue growth across LatAm/Europe/India. Acquired JustEatTakeaway & La Centrale. FCF improved +$0.4bn to $1.3bn, now positive ex-Tencent dividend. Trading at €54 vs €64.5 Tencent stake value alone (€80 NAV). Mgmt buying back shares at discount while growing quality portfolio.
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