Overnight profit with them earnings report, bought around 1,138 yesterday
AdyenNL0012969182ADYENADYEN
$ADYEN (+0.91%) 🇳🇱 Adyen H1 results
Revenue 913M€
H1 23 739M€ +23.5% 🟢
Est. 913M€ reached 🟠
EBITDA 423M€
H1 23 320M€ +32% 🟢
Est. 414M€ beat 🟢
great Q for ADYEN the stock is up 12% today!
A small bet on my part that went quite okay. Apart from that $ADYEN (+0.91%) delivered good figures and it is unbelievable how much income they are generating. Currently up 22%
Investment decision
Hi guys,
I hold in my portfolio $ADYEN (+0.91%) with an unrealized gain +75% and I was thinking about selling (right now is 3% of my total portfolio).
Reason to selll:
- I would like to decrase the number of holdings I have in my portfolio and reinvest the amount into Visa or Mastercard (I have an opened position on both these stocks right now).
- Adyen is a very good company, but does it have a moat? Competition is a high risk factor in this field (Braintree from Paypal, Amazon Pay, Shopify pay, Klarna and so on). It seems that every day a new online payment transaction company pops up.
- Can it keep this pace of growth with all this competitors? I am not so sure.
Reason to keep it:
- High ROIC
- Online payment transactions in the future are only going to increase
- Good revenue growth
- Very profitable
- International expansion in Asia and America is at the begininngs.
Should I keep it or sell it?
Financials
Market Cap
$48.39B5Y beta
1.91EPS (TTM)
$29.56Free Float
25.64MP/E ratio (TTM)
52.72Revenue (TTM)
$2.28BEBITDA (TTM)
$941.42MFree Cashflow (TTM)
$2.65BPricing
Analyst Ratings
The price target is $1,836.60 and the stock is covered by 34 analysts.
Buy
25
Hold
7
Sell
2
Information
Adyen NV, formerly Adyen BV, is provider of mobile, online and point-of-sale (POS) payment solutions based in the Netherlands. It operates an online platform enabling merchants to accept payments internationally and from all sales channels, such as online shops, mobile payments from applications and Websites, and POS, such as countertops, mobile terminals, tablets and cash registers, among others. The platform covers the entire payment chain, including technical, contractual, reconciliation and settlement processes. The platform is available in the form of ready-to-use payment pages (HPP), application programming interface (API), and client-side encryption solution (EE). The Company’s customers include Mango, KLM, Netflix, Superdry, Uber, Groupon and Crocs, among others. It has offices in the Netherlands, the United Kingdom, France, Germany, Belgium, Brazil, China, Australia, Mexico, Singapore, Spain, Sweden and the United States.