Edenred SE

ENXTPA:EDEN 주식 리포트

시가총액: €6.1b

Edenred 향후 성장

Future 기준 점검 2/6

Edenred은 연간 수입과 매출이 각각 8.4%와 6.6% 증가할 것으로 예상되고 EPS는 연간 7.8%만큼 증가할 것으로 예상됩니다.

핵심 정보

8.4%

이익 성장률

7.80%

EPS 성장률

Diversified Financial 이익 성장45.6%
매출 성장률6.6%
향후 자기자본이익률n/a
애널리스트 커버리지

Good

마지막 업데이트27 Jul 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Jul 03

EDEN: High Debt And Macro Headwinds Will Restrain Benefit From Buyout Interest

Analysts have nudged the Edenred fair value estimate higher from €17.70 to €19.00, reflecting updated price targets that factor in tighter cost control, fuel related tailwinds and stronger float revenues, while still keeping an eye on macro risks, competition and leverage. Analyst Commentary Recent price target revisions for Edenred point to a more measured stance from some research desks, with the focus shifting toward how well the company can execute on cost control and manage balance sheet risks while operating under macro pressure.
내러티브 업데이트 • Jun 19

EDEN: Future Upside Will Rely On Cost Control And Float Income

The analyst price target for Edenred has been nudged higher to €27.53 from €27.01. This reflects updated views that incorporate a slightly different discount rate, modestly adjusted growth and margin assumptions, and recent Street research pointing to mixed but incrementally more supportive commentary on cost control, fuel tailwinds, and float revenues.
내러티브 업데이트 • Jun 04

EDEN: Future Upside Will Depend On Discount Rate And P E Climate

Analysts raised their price targets for Edenred, increasing them by several euros per share. The changes reflect updated assumptions on discount rates, revenue growth and long-term P/E multiples, while views on profit margins remained broadly unchanged.
내러티브 업데이트 • May 02

EDEN: Future Upside Will Rely On Discount Rate And P E Normalization

Edenred's updated analyst price target edges higher to about €27.01 from €26.41, reflecting analysts' refined assumptions on the discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent Street research on Edenred offers a mix of optimism and caution, with several price target changes in both directions over a relatively short period.
내러티브 업데이트 • Apr 18

EDEN: Future Upside Will Rely On Reset Expectations And P/E Multiple Normalization

Edenred's updated analyst price target has slipped slightly to €26.41 from €26.85, reflecting more measured assumptions for revenue growth, profit margins and discount rates, while still applying a modestly higher future P/E multiple. Analyst Commentary Recent Street research on Edenred presents a mix of optimism and caution, with several firms adjusting price targets in both directions and one downgrade.
내러티브 업데이트 • Apr 03

EDEN: Rebased Earnings Assumptions Will Support Upside Despite Recent P/E Reset

Edenred's analyst price target has been revised to €37.00 from €42.00, as analysts factor in updated assumptions for revenue growth, profit margins, discount rates and future P/E following a series of recent target cuts and a downgrade from major banks. Analyst Commentary Recent Street research on Edenred has centered on recalibrated targets rather than fresh upgrades, but the tone of several reports still highlights areas that bullish analysts view as supportive for the current valuation and long term growth potential.
내러티브 업데이트 • Mar 20

EDEN: Cautious UBS Downgrade And Index Inclusion Will Shape Risk Balance

Analysts have trimmed their price target on Edenred to €17.70, citing slightly lower assumed revenue growth and profit margins, partly offset by a reduced discount rate and a modestly higher future P/E multiple. Analyst Commentary Recent research points to a more cautious tone around Edenred, with the latest price target revision to €17.70 reflecting a reassessment of the balance between growth potential and execution risks.
내러티브 업데이트 • Mar 05

EDEN: Future Upside Will Depend On Repriced P/E Multiple Normalization

Narrative Update The updated analyst price target for Edenred has moved from about €32.55 to roughly €26.85, as analysts factor in a lower assumed future P/E multiple despite steady assumptions on growth, margins, and discount rate following the recent downgrade. Analyst Commentary Analysts are reassessing Edenred after the recent downgrade, mainly by rethinking how much they are willing to pay for the company through a lower assumed future P/E multiple, rather than changing their view on the underlying growth and margins.
내러티브 업데이트 • Feb 19

EDEN: UBS Downgrade And Index Shift Will Frame Buyback Outlook

Narrative Update on Edenred Analysts have trimmed their Edenred price target by €0.00 to €17.70, citing slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E that together point to a marginally different risk and earnings profile. Analyst Commentary Bearish analysts are signaling a more cautious stance on Edenred, with the latest trim in the price target to €17.70 framed as a reflection of adjusted assumptions rather than a major change in the investment case.
내러티브 업데이트 • Feb 05

EDEN: Index Changes And UBS Downgrade Will Frame Buyback And Charging Plans

Analysts have trimmed their price target on Edenred to €17.70. This reflects updated assumptions around the discount rate, revenue growth, profit margins and future P/E multiples following recent research, including a downgrade at UBS.
내러티브 업데이트 • Jan 22

EDEN: Index Shift And Buyback Plans Will Balance Charging Network Expansion

Narrative Update Analysts have nudged their Edenred target slightly higher to €17.70, reflecting small adjustments to discount rate, revenue growth, profit margin assumptions and a modestly lower future P/E multiple in their models. What's in the News Edenred SE is set to be added to the CAC Next20 Index, signaling that it will be included in this French equity benchmark (Index Constituent Adds).
내러티브 업데이트 • Jan 08

EDEN: Cautious Outlook Will Balance Index Inclusion And Partnership Expansion

Narrative update on Edenred The analyst price target for Edenred has been revised down from €27.0 to €17.7, as analysts adjust their views on fair value, discount rate, revenue growth, profit margins and future P/E in line with recent Street target cuts to €28 and €43 from different banks. Analyst Commentary Recent research updates show that bearish analysts are trimming their expectations for Edenred, with price targets now clustered in a lower range between €28 and €43.
내러티브 업데이트 • Dec 23

EDEN: Index Inclusion Will Support Upside Despite Recent Price Objective Cuts

Analysts have trimmed their price target on Edenred, cutting fair value from EUR 49.00 to EUR 42.00 as they factor in slightly slower revenue growth, modestly lower profit margins, and a higher discount rate in line with recent Street target reductions. Analyst Commentary Recent Street updates reflect a more measured but still constructive stance on Edenred, with price targets adjusted to reflect macro uncertainty and sector-wide de-rating rather than company specific execution issues.
내러티브 업데이트 • Dec 09

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.
내러티브 업데이트 • Nov 25

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.
분석 기사 • Nov 21

The Market Doesn't Like What It Sees From Edenred SE's (EPA:EDEN) Earnings Yet As Shares Tumble 28%

The Edenred SE ( EPA:EDEN ) share price has fared very poorly over the last month, falling by a substantial 28...
내러티브 업데이트 • Nov 08

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.
내러티브 업데이트 • Oct 25

Regulatory Headwinds And New Partnerships Will Shape Market Opportunities Ahead

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.
내러티브 업데이트 • Oct 11

Digital Payments And Untapped Markets Will Unlock Potential

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.
내러티브 업데이트 • Sep 27

Digital Payments And Untapped Markets Will Unlock Potential

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.
내러티브 업데이트 • Sep 12

Digital Payments And Untapped Markets Will Unlock Potential

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.
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새로운 내러티브 • Nov 28

Dynamic Market Expansion Will Boost Revenue Growth Despite European Challenges

Expansion in underpenetrated markets and strategic acquisitions are consolidating Edenred's market position and boosting revenue and net margins.

이익 및 매출 성장 예측

ENXTPA:EDEN - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20283,3715769531,05313
12/31/20273,1565138791,02714
12/31/20262,96144847685112
6/30/20262,7545001,0511,254N/A
3/31/20262,7435111,0621,262N/A
12/31/20252,7325211,0721,270N/A
9/30/20252,8175148651,071N/A
6/30/20252,789507658872N/A
3/31/20252,699507735951N/A
12/31/20242,6095078121,029N/A
9/30/20242,5554048491,061N/A
6/30/20242,5013008851,093N/A
3/31/20242,4062848741,073N/A
12/31/20232,3112678621,052N/A
9/30/20232,2233438491,026N/A
6/30/20232,134418835999N/A
3/31/20232,0394028491,006N/A
12/31/20221,9443868621,013N/A
9/30/20221,841368807950N/A
6/30/20221,738350752886N/A
3/31/20221,661332621745N/A
12/31/20211,583313490604N/A
9/30/20211,534292380485N/A
6/30/20211,484271269366N/A
3/31/20211,454255442542N/A
12/31/20201,423238614718N/A
9/30/20201,460252558670N/A
6/30/20201,497266502621N/A
3/31/20201,534289N/A543N/A
12/31/20191,570312N/A465N/A
9/30/20191,503294N/A538N/A
6/30/20191,435276N/A611N/A
3/31/20191,381265N/A569N/A
12/31/20181,327254N/A526N/A
9/30/20181,302248N/A543N/A
6/30/20181,277242N/A559N/A
3/31/20181,265242N/A527N/A
12/31/20171,253241N/A494N/A
9/30/20171,224237N/A435N/A
6/30/20171,195232N/A375N/A
3/31/20171,134206N/A394N/A
12/31/20161,073180N/A413N/A
9/30/20161,032173N/A363N/A
6/30/2016991166N/A312N/A
3/31/2016996172N/A325N/A
12/31/20151,000177N/A337N/A
9/30/20151,006177N/A332N/A

애널리스트 향후 성장 전망

수입 대 저축률: EDEN 의 연간 예상 수익 증가율(8.4%)이 saving rate(2.5%)보다 높습니다.

수익 vs 시장: EDEN 의 연간 수익(8.4%)이 French 시장(12.2%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: EDEN 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: EDEN 의 수익(연간 6.6%)이 French 시장(연간 5.6%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: EDEN 의 수익(연간 6.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: EDEN의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/27 15:07
종가2026/07/24 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Edenred SE는 26명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Pravin GondhaleBarclays
Edward BirkinBarclays
Julian EasthopeBarclays