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TKWY

Just Eat Takeaway.comENXTAM:TKWY Stock Report

Market Cap

€14.0b

7D

-11.3%

1Y

-30.2%

Updated

25 Sep, 2021

Data

Company Financials +
TKWY fundamental analysis
Snowflake Score
Valuation3/6
Future Growth1/6
Past Performance0/6
Financial Health4/6
Dividends0/6

TKWY Overview

Just Eat Takeaway.com N.V. operates an online food delivery marketplace.

Just Eat Takeaway.com Competitors

Price History & Performance

Summary of all time highs, changes and price drops for Just Eat Takeaway.com
Historical stock prices
Current Share Price€65.90
52 Week High€65.46
52 Week Low€110.65
Beta0.26
1 Month Change-18.51%
3 Month Change-14.09%
1 Year Change-30.19%
3 Year Change18.31%
5 Year Change169.03%
Change since IPO169.03%

Recent News & Updates

Shareholder Returns

TKWYNL Online RetailNL Market
7D-11.3%-1.3%0.4%
1Y-30.2%-4.0%41.3%

Return vs Industry: TKWY underperformed the Dutch Online Retail industry which returned -4% over the past year.

Return vs Market: TKWY underperformed the Dutch Market which returned 41.3% over the past year.

Price Volatility

Is TKWY's price volatile compared to industry and market?
TKWY volatility
TKWY Beta0.26
Industry Beta0.42
Market Beta1

Stable Share Price: TKWY is more volatile than 90% of Dutch stocks over the past 3 months, typically moving +/- 6% a week.

Volatility Over Time: TKWY's weekly volatility (6%) has been stable over the past year, but is still higher than 75% of Dutch stocks.

About the Company

FoundedEmployeesCEOWebsite
200010,585Jitse Groenhttps://www.justeattakeaway.com

Just Eat Takeaway.com N.V. operates an online food delivery marketplace. The company focuses on connecting consumers and restaurants through its platforms. It serves in the United Kingdom, Germany, Canada, the Netherlands, Australia, Austria, Belgium, Bulgaria, Denmark, France, Ireland, Israel, Italy, Luxembourg, New Zealand, Norway, Poland, Portugal, Romania, Spain, and Switzerland, as well as through partnerships in Colombia and Brazil.

Just Eat Takeaway.com Fundamentals Summary

How do Just Eat Takeaway.com's earnings and revenue compare to its market cap?
TKWY fundamental statistics
Market Cap€13.98b
Earnings (TTM)-€578.00m
Revenue (TTM)€3.14b

4.5x

P/S Ratio

-24.2x

P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
TKWY income statement (TTM)
Revenue€3.14b
Cost of Revenue€2.52b
Gross Profit€616.00m
Expenses€1.19b
Earnings-€578.00m

Last Reported Earnings

Jun 30, 2021

Next Earnings Date

n/a

Earnings per share (EPS)-2.72
Gross Margin19.65%
Net Profit Margin-18.44%
Debt/Equity Ratio14.2%

How did TKWY perform over the long term?

See historical performance and comparison

Valuation

Is Just Eat Takeaway.com undervalued compared to its fair value and its price relative to the market?

27.6%

Undervalued compared to fair value


Share Price vs. Fair Value

Below Fair Value: TKWY (€65.9) is trading below our estimate of fair value (€91.01)

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


Price To Earnings Ratio

PE vs Industry: TKWY is unprofitable, so we can't compare its PE Ratio to the European Online Retail industry average.

PE vs Market: TKWY is unprofitable, so we can't compare its PE Ratio to the Dutch market.


Price to Earnings Growth Ratio

PEG Ratio: Insufficient data to calculate TKWY's PEG Ratio to determine if it is good value.


Price to Book Ratio

PB vs Industry: TKWY is good value based on its PB Ratio (1x) compared to the XE Online Retail industry average (4.9x).


Future Growth

How is Just Eat Takeaway.com forecast to perform in the next 1 to 3 years based on estimates from 16 analysts?

75.8%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: TKWY is forecast to remain unprofitable over the next 3 years.

Earnings vs Market: TKWY is forecast to remain unprofitable over the next 3 years.

High Growth Earnings: TKWY is forecast to remain unprofitable over the next 3 years.

Revenue vs Market: TKWY's revenue (19.1% per year) is forecast to grow faster than the Dutch market (9.2% per year).

High Growth Revenue: TKWY's revenue (19.1% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: TKWY's Return on Equity is forecast to be low in 3 years time (0.1%).


Past Performance

How has Just Eat Takeaway.com performed over the past 5 years?

-61.3%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: TKWY is currently unprofitable.

Growing Profit Margin: TKWY is currently unprofitable.


Past Earnings Growth Analysis

Earnings Trend: TKWY is unprofitable, and losses have increased over the past 5 years at a rate of 61.3% per year.

Accelerating Growth: Unable to compare TKWY's earnings growth over the past year to its 5-year average as it is currently unprofitable

Earnings vs Industry: TKWY is unprofitable, making it difficult to compare its past year earnings growth to the Online Retail industry (79.1%).


Return on Equity

High ROE: TKWY has a negative Return on Equity (-4.32%), as it is currently unprofitable.


Financial Health

How is Just Eat Takeaway.com's financial position?


Financial Position Analysis

Short Term Liabilities: TKWY's short term assets (€2.0B) exceed its short term liabilities (€1.2B).

Long Term Liabilities: TKWY's short term assets (€2.0B) do not cover its long term liabilities (€3.2B).


Debt to Equity History and Analysis

Debt Level: TKWY's debt to equity ratio (14.2%) is considered satisfactory.

Reducing Debt: TKWY's debt to equity ratio has reduced from 38.6% to 14.2% over the past 5 years.


Balance Sheet


Cash Runway Analysis

For companies that have on average been loss making in the past we assess whether they have at least 1 year of cash runway.

Stable Cash Runway: TKWY has sufficient cash runway for more than 3 years based on its current free cash flow.

Forecast Cash Runway: Insufficient data to determine if TKWY has enough cash runway if its free cash flow continues to grow or shrink based on historical rates.


Dividend

What is Just Eat Takeaway.com current dividend yield, its reliability and sustainability?


Dividend Yield vs Market

Notable Dividend: Unable to evaluate TKWY's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.

High Dividend: Unable to evaluate TKWY's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.


Stability and Growth of Payments

Stable Dividend: Insufficient data to determine if TKWY's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if TKWY's dividend payments have been increasing.


Current Payout to Shareholders

Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: No need to calculate the sustainability of TKWY's dividend in 3 years as they are not forecast to pay a notable one for the Dutch market.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

10.7yrs

Average management tenure


CEO

Jitse Groen (43 yo)

21.42yrs

Tenure

€1,344,000

Compensation

Mr. Jitse Groen has been Founder, Chairman of the Management Board and Chief Executive Officer of Just Eat Takeaway.com N.V. (formerly Takeaway.com N.V.) since 2011. He Founded Takeaway.com Holding B.V. in...


CEO Compensation Analysis

Compensation vs Market: Jitse's total compensation ($USD1.57M) is below average for companies of similar size in the Dutch market ($USD3.02M).

Compensation vs Earnings: Jitse's compensation has increased whilst the company is unprofitable.


Leadership Team

Experienced Management: TKWY's management team is seasoned and experienced (10.7 years average tenure).


Board Members

Experienced Board: TKWY's board of directors are not considered experienced ( 1.7 years average tenure), which suggests a new board.


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 42.6%.


Top Shareholders

Company Information

Just Eat Takeaway.com N.V.'s employee growth, exchange listings and data sources


Key Information

  • Name: Just Eat Takeaway.com N.V.
  • Ticker: TKWY
  • Exchange: ENXTAM
  • Founded: 2000
  • Industry: Internet and Direct Marketing Retail
  • Sector: Retail
  • Market Cap: €13.979b
  • Shares outstanding: 212.12m
  • Website: https://www.justeattakeaway.com

Number of Employees


Location

  • Just Eat Takeaway.com N.V.
  • Oosterdoksstraat 80
  • Amsterdam
  • Noord-Holland
  • 1011 DK
  • Netherlands

Listings


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2021/09/25 17:57
End of Day Share Price2021/09/24 00:00
Earnings2021/06/30
Annual Earnings2020/12/31


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 here.