Update shared on27 Sep 2025
Fair value Decreased 5.68%Edenred's consensus price target has been revised downward to €36.88 as analysts weigh increased regulatory risks and macroeconomic uncertainty, with cautious optimism around cost control and operational resilience offset by concerns over potential taxation of employee benefits in France.
Analyst Commentary
- Bearish analysts cited increased risk from potential taxation of employee benefits in France, reducing confidence in Edenred's growth outlook.
- Multiple analysts adjusted targets downward to reflect macroeconomic uncertainties and regulatory headwinds impacting the core business.
- Bullish analysts highlighted strong cost control measures and like-for-like EBITDA growth, which have helped offset near-term challenges.
- Clear guidance and steady Q2 operational performance provided some confidence, though no immediate growth inflection point was observed.
- Ongoing resilience in key markets like Italy is being watched closely, with future regulatory developments remaining a pivotal risk factor.
What's in the News
- Board meeting held to consider and approve interim consolidated financial statements for the six-month period ended June 30, 2025.
Valuation Changes
Summary of Valuation Changes for Edenred
- The Consensus Analyst Price Target has fallen from €39.10 to €36.88.
- The Future P/E for Edenred has fallen slightly from 16.96x to 16.14x.
- The Discount Rate for Edenred has risen slightly from 8.99% to 9.22%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.