Added to YB: 2026-07-03
Pitch date: 2026-07-01
EDEN.PA [bullish]
Edenred SE
+2.35%
current return
Author Info
Chop Wood, Carry Water is a tech manager and investor searching for value-based investments. Sign up for the newsletter.
Company Info
Edenred SE operates as a digital platform for services and payments for companies, employees, and merchants worldwide.
Market Cap
EUR 5.3B
Pitch Price
EUR 22.52
Price Target
32.00 (+42%)
Dividend
5.91%
EV/EBITDA
5.76
P/E
10.61
EV/Sales
2.43
Sector
Financial Services
Category
value
$EDEN.PA Quick Pitch
EDEN.PA: Global B2B payments/benefits platform. 2025: rev €2.96B, EBITDA €1.36B (45.9% margin), FCF €1.11B, adj EPS €2.59, net debt cut 31% to 0.9x. Trades 9.3x EPS, 4.8x EBITDA. 2026 guide -8-12% EBITDA on Italy/Brazil regulation. BC Partners buyout rumor ~€27-28. FV ~€30, 17-27% upside.
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