Adyen is a payment provider comparable to SQUARE, but in Europe.
Recently it has won huge clients from Paypal (i.e. Ebay).
The Company is trading still under-valued compared to SQUARE.
- Revenue growth is double 70%+ vs. 44% of SQUARE
- Profitability is great 7%+ vs. -1.5%
Still up-side potential, but also in bottom of current range. So definitely a good buy-in moment just after the recent release of Q2 results where they have beaten expectations.
Recently it has won huge clients from Paypal (i.e. Ebay).
The Company is trading still under-valued compared to SQUARE.
- Revenue growth is double 70%+ vs. 44% of SQUARE
- Profitability is great 7%+ vs. -1.5%
Still up-side potential, but also in bottom of current range. So definitely a good buy-in moment just after the recent release of Q2 results where they have beaten expectations.
评论:
Two important announcements:
22-August
Adyen ready to process payments for EBay
> PayPal (NASDAQ:PYPL) declines 1.4% after Adyen NV (ADYEN) said it's on track to handle most of EBay's volumes, though PayPal is still handling the majority of its old parent's volumes.
> Adyen will get huge new volume taking over more work from Paypal
28- August - announcement of deal with AliPay
22-August
Adyen ready to process payments for EBay
> PayPal (NASDAQ:PYPL) declines 1.4% after Adyen NV (ADYEN) said it's on track to handle most of EBay's volumes, though PayPal is still handling the majority of its old parent's volumes.
> Adyen will get huge new volume taking over more work from Paypal
28- August - announcement of deal with AliPay
评论:
28- August - announcement of deal with AliPay
Adyen will manage payments for AliExpress, Taobao, Tmall en Alibaba.com (outside of China)
Adyen will manage payments for AliExpress, Taobao, Tmall en Alibaba.com (outside of China)
EV Sales = Adyen 8.45x / Square 6.65x
Sales growth = Adyen 50% / Square 44%
Profit margin = Adyen 8.36% / Square -1.35%
Earnings growth = Adyen 92% / Square N/A
Keen to hear thoughts