Update shared on 23 Nov 2025
Fair value Decreased 5.13%Analysts have lowered their price target for Pluxee from approximately €22.51 to €21.35. They cite concerns over slowing revenue growth, increased regulatory risks, and pressure on profit margins.
Analyst Commentary
Recent analyst actions have highlighted both strengths and risks in Pluxee's business, with opinions divided on the outlook for the company. The following summarizes the main bullish and bearish takeaways from the latest research:
Bullish Takeaways- Bullish analysts have made modest upward adjustments to Pluxee’s price target, indicating some confidence in the company’s underlying fundamentals.
- There is continued support for a Neutral rating by major brokerages. This reflects a degree of stability amid industry uncertainty.
- Valuation remains attractive to some. Positive adjustments suggest room for gradual appreciation should execution meet expectations.
- Several analysts have downgraded their ratings on Pluxee, highlighting ongoing concerns about regulatory uncertainty in key markets such as Brazil and France.
- Downward revisions of price targets reflect diminished growth prospects and increased risk to future revenues.
- Potential changes in government policy, including possible taxation of employee benefits, have led to uncertainty regarding Pluxee’s margin outlook.
- Bears are cautious about the company’s ability to defend current profit levels given a more challenging macroeconomic and regulatory backdrop.
What's in the News
- Pluxee lowered its earnings guidance for the fiscal year 2026, now expecting stable total revenues like-for-like. This compares to earlier projections of high-single digit organic growth. (Key Developments)
- The Board of Directors has proposed a dividend distribution of €0.38 per ordinary share for Fiscal 2025, marking a 9% increase year-on-year. The dividend is subject to approval at the annual General Meeting. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target has fallen from €22.51 to €21.35. This is a modest downward adjustment reflecting updated outlooks.
- Discount Rate has risen slightly from 7.50% to 7.91%, which indicates higher perceived risk in future cash flows.
- Revenue Growth expectations have decreased significantly from 7.59% to 5.41%.
- Net Profit Margin projections have declined from 18.04% to 16.86%.
- Future P/E ratio has increased from 14.22x to 15.31x, suggesting a less favorable earnings outlook relative to price.
Disclaimer
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