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Ayvens Community
ENXTPA:AYV Community
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Ayvens
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Ayvens
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Electrification And Digital Integration Will Redefine Mobility Services
Key Takeaways Successful integration and digital innovation position Ayvens to unlock margin expansion, operational synergies, and higher-value service revenues beyond current market expectations. Strategic focus on fleet transformation and electric vehicle growth, supported by new client wins and partnerships, underpins accelerated revenue growth and long-term profitability.
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€12.20
FV
20.0% undervalued
intrinsic discount
12.76%
Revenue growth p.a.
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17 days ago
author updated this narrative
Ayvens
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Shifting Mobility Trends And Autonomous Disruption Will Weaken Traditional Leasing
Key Takeaways Disruptive mobility trends, autonomous technology, and regulatory pressures threaten Ayvens' business model, market size, and profitability through reduced demand and increased costs. High leverage, integration risks post-merger, and operational inefficiencies may erode earnings and hinder investment in modernization.
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€6.00
FV
62.6% overvalued
intrinsic discount
-0.75%
Revenue growth p.a.
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24 days ago
author updated this narrative
Ayvens
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Electrification And Digitalization Will Unlock Future Mobility
Key Takeaways Strong EV adoption and digitalization strategies position Ayvens to capitalize on global decarbonization, expanding recurring services and high-margin revenue streams. Ongoing integration of ALD-LeasePlan and focus on retail and SME segments are driving cost efficiencies, higher margins, and resilience for future market rebound.
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€10.89
FV
10.4% undervalued
intrinsic discount
3.94%
Revenue growth p.a.
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2 days ago
author updated this narrative
Your Valuation for
AYV
AYV
Ayvens
Your Fair Value
€
Current Price
€9.76
21.2% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
31b
2015
2018
2021
2024
2025
2027
2030
Revenue €30.7b
Earnings €881.6m
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