JUST EAT TAKEAWAY.COM N.V. |
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
| 13.98 EUR | -0.25% |
|
+4.60% | +1.40% |
| Apr. 26 | JUST EAT TAKEAWAY.COM : Goldman Sachs gives a Neutral rating | ZD |
| Apr. 24 | EU Parliament: Better working conditions for delivery services and co | DP |
Valuation
| Fiscal Period: December | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Capitalization 1 | 5,031 | 13,745 | 10,306 | 4,265 | 2,939 | 2,882 | - | - |
| Enterprise Value (EV) 1 | 5,251 | 13,786 | 11,602 | 4,625 | 3,575 | 3,555 | 3,355 | 3,102 |
| P/E ratio | -41.3 x | -86.4 x | -8.64 x | -0.75 x | -1.59 x | -9.18 x | -15.7 x | -38.2 x |
| Yield | - | - | - | - | - | - | - | - |
| Capitalization / Revenue | 12.1 x | 6.73 x | 2.29 x | 0.77 x | 0.57 x | 0.55 x | 0.52 x | 0.49 x |
| EV / Revenue | 12.6 x | 6.75 x | 2.58 x | 0.83 x | 0.69 x | 0.68 x | 0.6 x | 0.53 x |
| EV / EBITDA | 428 x | 72.2 x | -35.1 x | 243 x | 11 x | 7.79 x | 5.81 x | 4.49 x |
| EV / FCF | -73.6 x | 91.9 x | -20.2 x | -14.7 x | -132 x | 20 x | 9.97 x | 8.97 x |
| FCF Yield | -1.36% | 1.09% | -4.95% | -6.79% | -0.76% | 5% | 10% | 11.1% |
| Price to Book | 4.44 x | 1.62 x | 0.79 x | 0.53 x | 0.48 x | 0.51 x | 0.46 x | 0.53 x |
| Nbr of stocks (in thousands) | 61,206 | 148,759 | 212,621 | 215,966 | 213,278 | 206,207 | - | - |
| Reference price 2 | 82.20 | 92.40 | 48.47 | 19.75 | 13.78 | 13.98 | 13.98 | 13.98 |
| Announcement Date | 2/13/20 | 3/10/21 | 3/2/22 | 3/1/23 | 2/28/24 | - | - | - |
1EUR in Million2EUR
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: December | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 415.9 | 2,042 | 4,495 | 5,561 | 5,167 | 5,265 | 5,566 | 5,859 |
| EBITDA 1 | 12.27 | 191 | -331 | 19 | 324 | 456.2 | 577.1 | 690.7 |
| EBIT 1 | -25.29 | 19 | -720 | -5,149 | -275 | -126.7 | -15.9 | 156.6 |
| Operating Margin | -6.08% | 0.93% | -16.02% | -92.59% | -5.32% | -2.41% | -0.29% | 2.67% |
| Earnings before Tax (EBT) 1 | -88.1 | -147 | -1,052 | -5,768 | -2,071 | -278.5 | -157.1 | -33.68 |
| Net income 1 | -115.5 | -151 | -1,031 | -5,667 | -1,846 | -267.1 | -155.8 | -42.77 |
| Net margin | -27.77% | -7.39% | -22.94% | -101.91% | -35.73% | -5.07% | -2.8% | -0.73% |
| EPS 2 | -1.990 | -1.070 | -5.610 | -26.51 | -8.690 | -1.523 | -0.8907 | -0.3660 |
| Free Cash Flow 1 | -71.37 | 150 | -574 | -314 | -27 | 177.8 | 336.6 | 345.8 |
| FCF margin | -17.16% | 7.35% | -12.77% | -5.65% | -0.52% | 3.38% | 6.05% | 5.9% |
| FCF Conversion (EBITDA) | - | 78.53% | - | - | - | 38.97% | 58.32% | 50.07% |
| FCF Conversion (Net income) | - | - | - | - | - | - | - | - |
| Dividend per Share 2 | - | - | - | - | - | - | - | - |
| Announcement Date | 2/13/20 | 3/10/21 | 3/2/22 | 3/1/23 | 2/28/24 | - | - | - |
1EUR in Million2EUR
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: December | 2020 S1 | 2020 S2 | 2021 S1 | 2021 S2 | 2022 S1 | 2022 S2 | 2023 S1 | 2023 S2 | 2024 Q1 | 2024 S1 | 2024 S2 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 675 | 1,367 | 1,768 | 2,727 | 2,781 | 2,780 | 2,588 | 2,579 | 1,282 | 2,534 | 2,582 |
| EBITDA | 135 | - | -171 | -141 | -134 | 153 | 143 | - | - | 208 | 246 |
| EBIT | - | -96 | - | -453 | -3,383 | - | -163 | -112 | - | - | - |
| Operating Margin | - | -7.02% | - | -16.61% | -121.65% | - | -6.3% | -4.34% | - | - | - |
| Earnings before Tax (EBT) | - | - | - | - | - | - | - | - | - | - | - |
| Net income | - | - | - | - | - | - | - | - | - | - | - |
| Net margin | - | - | - | - | - | - | - | - | - | - | - |
| EPS | - | - | - | - | - | - | - | - | - | - | - |
| Dividend per Share | - | - | - | - | - | - | - | - | - | - | - |
| Announcement Date | 8/12/20 | 3/10/21 | 8/17/21 | 3/2/22 | 8/3/22 | 3/1/23 | 7/26/23 | 2/28/24 | - | - | - |
1EUR in Million
Estimates
Balance Sheet Analysis
| Fiscal Period: December | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net Debt 1 | 220 | 41 | 1,296 | 360 | 636 | 673 | 473 | 220 |
| Net Cash position 1 | - | - | - | - | - | - | - | - |
| Leverage (Debt/EBITDA) | 17.95 x | 0.2147 x | -3.915 x | 18.95 x | 1.963 x | 1.476 x | 0.8199 x | 0.3187 x |
| Free Cash Flow 1 | -71.4 | 150 | -574 | -314 | -27 | 178 | 337 | 346 |
| ROE (net income / shareholders' equity) | -11.3% | -3.14% | -8.61% | -5.9% | -6.91% | -3.13% | -0.68% | 0.53% |
| ROA (Net income/ Total Assets) | -6.92% | -2.51% | -6.59% | -4.1% | -4.27% | -0.13% | 1.32% | 1.19% |
| Assets 1 | 1,669 | 6,016 | 15,647 | 138,331 | 43,192 | 206,256 | -11,771 | -3,604 |
| Book Value Per Share 2 | 18.50 | 57.10 | 61.40 | 37.00 | 28.40 | 27.60 | 30.10 | 26.40 |
| Cash Flow per Share 2 | -1.100 | 1.250 | -2.300 | -0.7800 | 0.5900 | 1.380 | 1.970 | 2.320 |
| Capex 1 | 7.6 | 27 | 151 | 201 | 152 | 184 | 186 | 185 |
| Capex / Sales | 1.83% | 1.32% | 3.36% | 3.61% | 2.94% | 3.49% | 3.34% | 3.15% |
| Announcement Date | 2/13/20 | 3/10/21 | 3/2/22 | 3/1/23 | 2/28/24 | - | - | - |
1EUR in Million2EUR
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Year-on-year evolution of the Yield
Change in Enterprise Value/EBITDA
Trading Rating
Investor Rating
ESG Refinitiv
B-
Sell
Buy
Mean consensus
OUTPERFORM
Number of Analysts
18
Last Close Price
13.98
EUR
Average target price
21.57
EUR
Spread / Average Target
+54.34%
EPS Revisions
Quarterly revenue - Rate of surprise
| 1st Jan change | Capi. | |
|---|---|---|
| +1.40% | 3.09B | |
| +18.66% | 404B | |
| +15.27% | 243B | |
| +12.15% | 144B | |
| +20.63% | 104B | |
| +17.19% | 81.99B | |
| +54.11% | 57.53B | |
| +33.59% | 51.76B | |
| +6.02% | 36.89B | |
| +15.88% | 31.71B |
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