Prosus N.V.

ENXTAM:PRX Stock Report

Market Cap: €78.4b

Prosus Management

Management criteria checks 4/4

Prosus' CEO is Fabricio Bloisi, appointed in Jul 2024, has a tenure of 1.92 years. total yearly compensation is $1.85M, comprised of 44.7% salary and 55.3% bonuses, including company stock and options. directly owns 0.026% of the company’s shares, worth €20.75M. The average tenure of the management team and the board of directors is 2 years and 6.9 years respectively.

Key information

Fabricio Bloisi

Chief executive officer

US$1.8m

Total compensation

CEO salary percentage44.69%
CEO tenure2yrs
CEO ownership0.03%
Management average tenure2yrs
Board average tenure6.9yrs

Recent management updates

Recent updates

Narrative Update Jun 30

PRX: Future Returns Will Depend On Narrowing The Asset Value Discount

The analyst price target for Prosus has been reduced by roughly €3 to €41.27, as analysts factor in more moderate assumptions for revenue growth and profit margins while still applying a higher future P/E multiple. Analyst Commentary Recent Street research on Prosus shows a cluster of reduced price targets, which signals that several bearish analysts are building in more conservative assumptions for valuation and execution.
Narrative Update Jun 16

PRX: Future Upside Will Hinge On Narrowing The Net Asset Value Discount

Analysts have trimmed the Prosus fair value estimate from €51.00 to about €44.59, reflecting lower P/E assumptions and updated views on the company’s ability to close its discount to net asset value, despite mixed price target revisions across firms. Analyst Commentary Recent research shows a mix of views on Prosus, with several price target cuts and one fresh initiation at a more cautious level.
Narrative Update Jun 01

PRX: Future Upside Will Depend On Delivering Against Recalibrated Expectations

Narrative update on Prosus Analysts have trimmed their average price targets on Prosus by several euros, with recent cuts such as €74 to €73 and €74 to €57. These changes reflect updated views on growth, profitability and future P/E assumptions, even as fair value in this framework holds steady at €51.00.
Narrative Update May 09

PRX: Future Repricing Hinges On Execution After Mixed Broker Signals

Analysts now value Prosus shares at €51.0. The updated price target reflects a modestly higher assumed revenue growth rate, offset by a slightly higher discount rate and a marginally lower profit margin and P/E outlook following recent mixed broker research. Analyst Commentary Recent Street research around Prosus highlights a mix of optimism and caution, with the latest €51.0 valuation sitting against a backdrop of both upward and downward adjustments.
Narrative Update Apr 24

PRX: Higher P/E And Margin Reset Will Drive Future Repricing

Analysts have nudged their average price target on Prosus to €51.0. This reflects a slightly higher assumed discount rate and P/E, along with more moderate long term profit margin expectations after mixed target revisions from recent research. Analyst Commentary Recent research on Prosus mixes one upgrade with a more cautious reset of expectations, leaving the average price target at €51.0 and highlighting a balance between potential upside and execution risk.
Narrative Update Apr 10

PRX: Revised Margins And P/E Reset Will Support Future Bullish Repricing

Narrative Update on Prosus The analyst price target for Prosus has been revised to €51. Analysts point to updated assumptions for revenue growth, profit margins and a lower future P/E multiple as key reasons for the change.
Narrative Update Mar 27

PRX: Higher Discount Rate And Mixed Research Will Still Support Bullish Repricing

Analysts have trimmed their fair value estimate for Prosus from €54.00 to €51.00, reflecting updated assumptions on the discount rate, revenue growth, profit margin, and future P/E after recent mixed research that included a Morgan Stanley upgrade and a €5 price target cut at JPMorgan. Analyst Commentary The recent research mix on Prosus, including a price target cut to €51.00 and an upgrade at Morgan Stanley, highlights how divided the Street is on the stock.
Narrative Update Mar 11

PRX: Steady Fair Value And Rich Margins Will Support Bullish Repricing

Analysts now keep their Prosus price target steady at €54.00, with the unchanged view supported by slightly adjusted assumptions around discount rate, revenue growth, profit margin and future P/E that broadly balance each other out. Valuation Changes Fair Value: €54.00 remains unchanged, so the headline valuation anchor is steady.
Narrative Update Feb 25

PRX: Higher Profitability Assumptions Will Support A Narrower Holding Discount

Analysts have trimmed their Prosus price target slightly from €80.00 to about €79.99, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E. These changes keep the valuation broadly in line with prior expectations.
Narrative Update Feb 10

PRX: Higher Future P/E Assumptions Will Drive Bullish Repricing

Analysts have lifted their fair value estimate for Prosus to €54.00 from €46.69, reflecting recent upward revisions to Street price targets, including moves to €74.00 and €69.00, along with updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary The recent fair value lift to €54.00 sits against a backdrop of mixed Street commentary.
Narrative Update Jan 27

PRX: Buybacks And Cash Returns Will Narrow The Holding Discount

Analysts have recently nudged their price targets for Prosus higher, with one moving to €74 from €69, another adjusting to €69 from €68.50, and a third changing to €72 from €75. These revisions reflect updated views on discount rates, revenue growth, profit margins and future P/E assumptions.
Narrative Update Jan 11

PRX: Tencent Cash Returns And Buybacks Will Narrow The Holding Discount

Analysts have modestly lifted their price targets on Prosus, with recent moves from €68.50 to €69, from €69 to €74, and a change from €75 to €72. These adjustments reflect updated views on the company’s growth profile, discount rate and future P/E assumptions.
Narrative Update Dec 26

PRX: Rising Earnings Visibility Will Narrow The Discount Through Tencent-Driven Cash Returns

Analysts have nudged their price target on Prosus higher to EUR 74 from EUR 69, reflecting slightly faster expected revenue growth and resilient long term profitability, despite a modest uptick in the assumed discount rate. Analyst Commentary Bullish analysts have highlighted a constructive backdrop for Prosus, pointing to a series of upward price target revisions that signal growing confidence in both execution and earnings resilience.
Narrative Update Dec 12

PRX: Rising Earnings Visibility Will Narrow The Discount To Underlying Assets

The Prosus analyst fair value estimate has been raised from EUR 70 to EUR 80 as analysts highlight stronger revenue growth expectations and a modest re rating of future earnings multiples, despite slightly higher discount rates and some normalization in profit margins. Analyst Commentary Bullish analysts have recently adjusted their models to reflect a more constructive outlook on Prosus, with a series of upward price target revisions suggesting growing confidence in both the company’s earnings trajectory and balance sheet strength.
Narrative Update Oct 29

AI Investments And Ecosystem Leverage Will Strengthen Future Operations

Analysts have increased their price target for Prosus from €60.53 to €63.25. They cite improving revenue growth projections and a slight decrease in the discount rate as key factors in their updated valuation.
User avatar
New Narrative Mar 02

AI Investments And Ecosystem Leverage Will Strengthen Future Operations

Leveraging ecosystem synergies and AI investments will drive operational efficiencies, potentially boosting revenue and net margins.

CEO Compensation Analysis

How has Fabricio Bloisi's remuneration changed compared to Prosus's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026US$2mUS$825k

US$12b

Sep 30 2025n/an/a

US$13b

Jun 30 2025n/an/a

US$13b

Mar 31 2025US$2mUS$825k

US$12b

Compensation vs Market: Fabricio's total compensation ($USD1.85M) is below average for companies of similar size in the Dutch market ($USD4.05M).

Compensation vs Earnings: Fabricio's compensation has been consistent with company performance over the past year.


CEO

Fabricio Bloisi (49 yo)

2yrs
Tenure
US$1,846,000
Compensation

Mr. Fabricio Bloisi is Member of the Supervisory Board of Just Eat Takeaway.com N.V. from October 2025. Mr. Bloisi served as President at iFood.com Agência de Restaurantes Online S.A. He was Chief Executiv...


Leadership Team

NamePositionTenureCompensationOwnership
Fabricio Bloisi
Group CEO & Executive Director2yrsUS$1.85m0.026%
€ 20.8m
Nico Marais
CFO & Executive Director1.6yrsUS$5.88mno data
Phuthi Mahanyele-Dabengwa
CEO of Naspers & Executive Director1.5yrsUS$2.02m0.000050%
€ 39.2k
Fahd Beg
Head of Investmentsno datano datano data
Eoin Ryan
Head of Investor Relationsno datano datano data
David Tudor
Group General Counsel & Legal Compliance Officer11.5yrsno datano data
Nicola McGowan
Chief Communications Officer4yrsno datano data
Gustavo Vitti
Group Chief People Officer2yrsno datano data
Euro Beinat
Global Head of Data Science & Artificial Intelligenceno datano datano data
Sibusiso Tshabalala
Head of Communications - South Africano datano datano data
Martin Tschopp
Chief Executive Officer of Prosus Ventursno datano datano data
Ashutosh Sharma
Head of Prosus Indiano datano datano data
2.0yrs
Average Tenure
49yo
Average Age

Experienced Management: PRX's management team is considered experienced (2 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Fabricio Bloisi
Group CEO & Executive Director1.9yrsUS$1.85m0.026%
€ 20.8m
Nico Marais
CFO & Executive Directorless than a yearUS$5.88mno data
Phuthi Mahanyele-Dabengwa
CEO of Naspers & Executive Directorless than a yearUS$2.02m0.000050%
€ 39.2k
Craig Enenstein
Independent Non-Executive Director6.9yrsUS$468.00k0.000040%
€ 31.4k
Jacobus Petrus Bekker
Non-independent Non-Executive Chair6.9yrsUS$704.00k0.67%
€ 524.9m
Hendrik du Toit
Lead Independent Non-Executive Director6.9yrsno data0.00053%
€ 415.7k
Mark Sorour
Non-Independent Non-Executive Director6.9yrsUS$397.00k0.00014%
€ 109.8k
Rachel Catharina Jafta
Independent Non-Executive Director6.9yrsUS$525.00kno data
Ying Xu
Independent Non-Executive Director5.9yrsUS$322.00kno data
Debra Meyer
Independent Non-Executive Director6.9yrsUS$355.00kno data
Manisha Girotra
Independent Non-Executive Director6.8yrsUS$330.00kno data
6.9yrs
Average Tenure
59yo
Average Age

Experienced Board: PRX's board of directors are considered experienced (6.9 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/05 01:27
End of Day Share Price 2026/07/03 00:00
Earnings2026/03/31
Annual Earnings2026/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Prosus N.V. is covered by 20 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jonathan BradleyAbsa Bank Limited
Michael de NobregaAvior Capital Markets
Alvaro del Pozo MarotoBanco de Sabadell. S.A.