Just Eat Takeaway.com N.V.

BATS-CHIXE:TKWYA Stock Report

Market Cap: €2.9b

Just Eat Takeaway.com Valuation

Is TKWYA undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of TKWYA when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: TKWYA (€14.39) is trading below our estimate of fair value (€34.24)

Significantly Below Fair Value: TKWYA is trading below fair value by more than 20%.


Key Valuation Metric

Which metric is best to use when looking at relative valuation for TKWYA?

Other financial metrics that can be useful for relative valuation.

TKWYA key valuation metrics and ratios. From Price to Earnings, Price to Sales and Price to Book to Price to Earnings Growth Ratio, Enterprise Value and EBITDA.
Key Statistics
Enterprise Value/Revenue0.7x
Enterprise Value/EBITDA-36.7x
PEG Ration/a

Price to Sales Ratio vs Peers

How does TKWYA's PS Ratio compare to its peers?

The above table shows the PS ratio for TKWYA vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average1.2x
GRG Greggs
1.5x9.5%UK£2.8b
ROO Deliveroo
1x8.2%UK£2.0b
MAB Mitchells & Butlers
0.6x3.5%UK£1.5b
DOM Domino's Pizza Group
1.9x8.7%UK£1.3b
TKWYA Just Eat Takeaway.com
0.6x5.1%€2.9b

Price-To-Sales vs Peers: TKWYA is good value based on its Price-To-Sales Ratio (0.6x) compared to the peer average (1.2x).


Price to Earnings Ratio vs Industry

How does TKWYA's PE Ratio compare vs other companies in the GB Hospitality Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Industry Avg.n/a32.1%
n/an/an/a
No. of CompaniesPS048121620

Fetching data

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Industry Avg.n/a32.1%
n/an/an/a
No more companies

Price-To-Sales vs Industry: TKWYA is good value based on its Price-To-Sales Ratio (0.6x) compared to the UK Hospitality industry average (1x).


Price to Sales Ratio vs Fair Ratio

What is TKWYA's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

TKWYA PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio0.6x
Fair PS Ration/a

Price-To-Sales vs Fair Ratio: Insufficient data to calculate TKWYA's Price-To-Sales Fair Ratio for valuation analysis.


Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst TKWYA forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€14.39
€21.57
+49.9%
41.6%€47.00€12.00n/a18
Apr ’25€13.86
€22.03
+58.9%
46.5%€48.50€12.00n/a18
Mar ’25€15.23
€22.23
+45.9%
47.3%€48.50€12.00n/a17
Feb ’25€13.99
€22.04
+57.5%
48.0%€48.50€12.00n/a17
Jan ’25n/a
€24.20
0%
68.6%€81.00€12.00n/a17
Dec ’24€14.35
€24.94
+73.8%
67.5%€81.00€12.00n/a16
Nov ’24n/a
€25.78
0%
66.5%€81.00€12.00n/a16
Oct ’24€11.36
€28.44
+150.4%
59.1%€81.00€10.00n/a17
Sep ’24€13.21
€29.74
+125.1%
53.3%€81.00€10.00n/a18
Aug ’24€15.72
€29.70
+88.9%
53.5%€81.00€10.00n/a18
Jul ’24€14.17
€30.56
+115.7%
53.7%€81.00€10.00n/a17
Jun ’24€13.52
€32.11
+137.5%
51.6%€81.00€10.00n/a15
May ’24€15.92
€32.11
+101.6%
51.6%€81.00€10.00€14.3915
Apr ’24€17.20
€34.26
+99.2%
46.9%€81.00€10.00€13.8614
Mar ’24€20.80
€34.57
+66.2%
45.1%€81.00€10.00€15.2315
Feb ’24€22.82
€34.77
+52.4%
44.5%€81.00€10.00€13.9915
Jan ’24€19.61
€32.59
+66.2%
53.9%€81.00€10.00n/a18
Dec ’23€22.60
€32.59
+44.2%
54.0%€81.00€10.00€14.3518
Nov ’23€18.53
€31.98
+72.5%
55.8%€81.00€10.00n/a18
Oct ’23€15.48
€36.03
+132.8%
46.6%€81.00€17.50€11.3618
Sep ’23€16.25
€35.96
+121.3%
46.9%€81.00€16.30€13.2118
Aug ’23€18.34
€37.85
+106.4%
49.4%€81.00€15.00€15.7218
Jul ’23€14.86
€49.63
+234.0%
54.4%€126.00€16.30€14.1718
Jun ’23€20.02
€59.12
+195.3%
50.3%€126.00€25.00€13.5217
May ’23€24.58
€64.06
+160.6%
43.1%€126.00€25.00€15.9217

Analyst Forecast: Target price is more than 20% higher than the current share price, but analysts are not within a statistically confident range of agreement.


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