Added to YB: 2026-04-07
Pitch date: 2026-04-03
JMIA [neutral]
Jumia Technologies AG
-0.58%
current return
Author Info
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Company Info
Jumia Technologies AG operates an e-commerce platform in West Africa, North Africa, East and South Africa, Europe, the United Arab Emirates, and internationally.
Market Cap
$852.1M
Pitch Price
$6.88
Price Target
16.00 (+134%)
Dividend
N/A
EV/EBITDA
-14.19
P/E
-13.80
EV/Sales
4.16
Sector
Broadline Retail
Category
turnaround
Jumia Technologies (JMIA) Executive Summary: The Amazon of Africa is Down 50%: Opportunity or Value Trap?
JMIA (overview): E-commerce platform across Africa, down 53% from Jan '26 peak of $14.71 to $6.88 despite +819% rally from Apr '25 low of $1.60. Q4 rev beat but EPS miss (-$0.08 vs -$0.05 est) triggered 40% drop. Losses narrowing: $61.5M in '25 vs $99.1M in '24, but $2.2B cumulative losses, never profitable. Analysts unanimous Buy w/ $15-16 PT (+130% upside). Risks: currency devaluations (21% CPI Nigeria), cash-on-delivery dominance, Amazon/Temu competition, FX controls blocking cash repatriation, zero insider buying. High-risk emerging market play.
Read full article (4 min)