Update shared on16 Sep 2025
Fair value Decreased 3.38%Pluxee’s consensus price target was lowered to €23.75 amid heightened regulatory and policy risks in France—including potential new taxation on employee benefits—and a more cautious macro outlook, prompting downward revisions in earnings estimates and sector valuations.
Analyst Commentary
- Increased uncertainty following reports of potential new taxation on employee benefits in France, which directly impacts Pluxee’s business model and growth prospects.
- Bearish analysts have downgraded rating and targets due to heightened regulatory and policy risk in the company’s core market.
- Lowered price targets reflect a reassessment of earnings estimates amid an unfavorable legislative environment.
- Bullish analysts have turned more cautious, citing subdued macroeconomic outlook and its negative implications for guidance and operational performance.
- Ongoing macro concerns are prompting more conservative forward guidance and lower valuation multiples across the sector.
What's in the News
- Pluxee confirms low double-digit organic growth targets for total revenues in fiscal 2025 and 2026.
- Float revenue is also expected to grow organically by low double-digit percentage in fiscal 2025.
- All other financial objectives remain unchanged.
Valuation Changes
Summary of Valuation Changes for Pluxee
- The Consensus Analyst Price Target has fallen slightly from €24.58 to €23.75.
- The Future P/E for Pluxee has fallen slightly from 16.18x to 15.67x.
- The Discount Rate for Pluxee remained effectively unchanged, moving only marginally from 7.95% to 8.05%.
Disclaimer
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