Regulatory Headwinds And New Partnerships Will Shape Market Opportunities Ahead

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

28 Nov 24

Updated

09 Dec 25

Views

255

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n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-37.6%

7D

2.1%

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1Y

-37.6%

7D

2.1%

You can edit this narrative until Dec 10 12:05 PM. Then, changes will post as Updates.

Author's Valuation

€32.5541.7% undervalued

AnalystConsensusTarget Fair Value

Shared on 09 Dec 25

Fair value Decreased 3.19%

EDEN: Future Upside Will Depend On Resolution Of French Taxation Risk

Analysts have trimmed their price target on Edenred to about EUR 32.55 from roughly EUR 33.62. This reflects slightly lower assumptions for revenue growth, profitability, and valuation multiples following recent sector wide target cuts and a more cautious stance on potential changes to employee benefit taxation in France.

Shared on 25 Nov 25

Fair value Decreased 3.53%

EDEN: Future Upside Will Depend On Successful Resolution Of Regulatory Risks

The analyst price target for Edenred has been reduced from €34.85 to €33.62. This change reflects a more cautious outlook from analysts amid concerns about softer revenue growth, profit margins, and ongoing regulatory uncertainties.

Shared on 08 Nov 25

Fair value Decreased 1.21%

EDEN: Future Gains Will Depend On Successful Rollout Of Visa Partnership

The analyst price target for Edenred has been revised downward. Recent updates indicate a shift from approximately €35.28 to €34.85 per share, as analysts cite concerns over regulatory risks and moderated growth expectations.

Shared on 25 Oct 25

Fair value Decreased 1.52%

Edenred's analyst price target has been revised downward from €30.82 to €35.28. This change reflects recent analyst caution following lowered price targets and a shift in ratings due to concerns over regulatory changes in France.

Shared on 11 Oct 25

Fair value Decreased 2.87%

Analysts have lowered their fair value estimate for Edenred from €36.88 to €35.82. This adjustment reflects increased caution following recent sector downgrades and concerns about potential regulatory headwinds in France.

Shared on 27 Sep 25

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.

Shared on 12 Sep 25

Fair value Decreased 1.55%

Edenred’s consensus price target was slightly reduced to €39.10 as analysts anticipate Italian market headwinds and a lack of near-term catalysts despite solid cost control and ongoing long-term confidence from major firms. Analyst Commentary Bearish analysts lowered price targets primarily due to expected upcoming headwinds in the Italian market.

Shared on 01 May 25

Fair value Decreased 8.45%

Shared on 23 Apr 25

Fair value Decreased 0.44%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 8.06%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 23%

AnalystConsensusTarget Fair Value

€32.55

41.7% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

5.07%

Diversified Financial revenue growth rate

0.30%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.05%

Calculation

€582.35m

Earnings '28

x

17.02x

PE Ratio '28

=

€9.91b

Market Cap '28

€9.91b

Market Cap '28

/

234.49m

No. shares '28

=

€42.27

Share Price '28

€42.27 Share Price '28

Discounted to 2025 @ 9.18% p.a.

=

€32.48

Fair Value '25