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No miracle in sight

JO
JohnJInvested
Community Contributor
Published
25 Feb 25
Updated
25 Feb 25
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JohnJ's Fair Value
€7.01
22.6% undervalued intrinsic discount
25 Feb
€5.43
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1Y
-47.6%
7D
-3.7%

Author's Valuation

€7.0

22.6% undervalued intrinsic discount

JohnJ's Fair Value

Worldline bought 3 major companies in the last decade, Equens, Six Payment services and Ingenico for about 15B, and was worth around 8B. Today it is worth two billions euro. And there are plenty of smaller transactions not included in the above numbers. So, looking for buyers interested in Worldline would be a solution, with a deep transformation of the current management, so as to actually integrate the various organizations, which looks more like a holding today, than a unite company. Endless processes, anything takes months.. Job protection and political discussions are constant. Lack of vision, vertical organization, French employees are highly privileged, at some level, only French individuals, all the “””experts””” teams etc. are in France and are not experts at much… AI team is irrelevant, Security no comments..

They won’t recover and improve, no signs of any positive transformations. One case of an Organization unfit for growth, in the general meaning of an organization and organizations theory, which is a fundamental factor in any company.

FY 2024 results are going to be presented tomorrow, the stock value, is uneventful and stable, and does not show any expectation in the revenues and performances of the company.

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Disclaimer

The user JohnJ has a position in ENXTPA:WLN. Simply Wall St has no position in any of the companies 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 author of this narrative is not affiliated with, nor authorised by Simply Wall St as a sub-authorised representative. This narrative is general in nature and explores scenarios and estimates created by the author. The narrative does not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company's future performance and are exploratory in the ideas they cover. The fair value estimates are estimations only, and does 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 the author's analysis may not factor in the latest price-sensitive company announcements or qualitative material.

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