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Takeaway.com

ENXTAM:TKWY
Snowflake Description

High growth potential with mediocre balance sheet.

The Snowflake is generated from 30 checks in 5 different areas, read more below.
TKWY
ENXTAM
€5B
Market Cap
  1. Home
  2. NL
  3. Retail
Company description

Takeaway.com N.V. operates an online food delivery marketplace that connects consumers and restaurants through its Websites and apps in ten European countries. The last earnings update was 72 days ago. More info.


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TKWY Share Price and Events
7 Day Returns
4.7%
ENXTAM:TKWY
-5.3%
Europe Online Retail
-2.5%
NL Market
1 Year Returns
63.9%
ENXTAM:TKWY
-9.6%
Europe Online Retail
-2.8%
NL Market
TKWY Shareholder Return
  7 Day 30 Day 90 Day 1 Year 3 Year 5 Year
Takeaway.com (TKWY) 4.7% 0.4% 20% 63.9% - -
Europe Online Retail -5.3% -6.4% 15.1% -9.6% 38.8% 38.1%
NL Market -2.5% -4.4% 1.5% -2.8% 21.4% 23.4%
1 Year Return vs Industry and Market
  • TKWY outperformed the Online Retail industry which returned -9.6% over the past year.
  • TKWY outperformed the Market in Netherlands which returned -2.8% over the past year.
Price Volatility
TKWY
Industry
5yr Volatility vs Market

TKWY Value

 Is Takeaway.com undervalued based on future cash flows and its price relative to the stock market?

Value is all about what a company is worth versus what price it is available for. If you went into a grocery store and all the bananas were on sale at half price, they could be considered undervalued.
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
Here we compare the current share price of Takeaway.com to its discounted cash flow analysis.value.

The discounted cash flow value is simply looking at what the company is worth today, based on estimates of how much money it is expected to make in the future.
Raw Data

Below are the data sources, inputs and calculation used to determine the intrinsic value for Takeaway.com.

ENXTAM:TKWY Discounted Cash Flow Data Sources
Data Point Source Value
Valuation Model 2 Stage Free Cash Flow to Equity
Levered Free Cash Flow Average of 12 Analyst Estimates (S&P Global) See below
Discount Rate (Cost of Equity) See below 9.1%
Perpetual Growth Rate 10-Year NL Government Bond Rate 0.4%

An important part of a discounted cash flow is the discount rate, below we explain how it has been calculated.

Calculation of Discount Rate/ Cost of Equity for ENXTAM:TKWY
Data Point Calculation/ Source Result
Risk-Free Rate 10-Year NL Govt Bond Rate 0.4%
Equity Risk Premium S&P Global 6%
Online Retail Unlevered Beta Simply Wall St/ S&P Global 1.65
Re-levered Beta = Unlevered beta (1 + (1- tax rate) (Debt/Equity))
= 1.651 (1 + (1- 25%) (3.12%))
1.462
Levered Beta Levered Beta limited to 0.8 to 2.0
(practical range for a stable firm)
1.46
Discount Rate/ Cost of Equity = Cost of Equity = Risk Free Rate + (Levered Beta * Equity Risk Premium)
= 0.37% + (1.462 * 5.96%)
9.08%

Discounted Cash Flow Calculation for ENXTAM:TKWY using 2 Stage Free Cash Flow to Equity Model

The calculations below outline how an intrinsic value for Takeaway.com is arrived at by discounting future cash flows to their present value using the 2 stage method. We try to start with analysts estimates of free cash flow, however if these are not available we use the most recent financial results. In the 1st stage we continue to grow the free cash flow over a 10 year period, with the growth rate trending towards the perpetual growth rate used in the 2nd stage. The 2nd stage assumes the company grows at a stable rate into perpetuity.

ENXTAM:TKWY DCF 1st Stage: Next 10 year cash flow forecast
Levered FCF (EUR, Millions) Source Present Value
Discounted (@ 9.08%)
2019 -18.53 Analyst x3 -16.99
2020 49.98 Analyst x4 42.00
2021 132.55 Analyst x4 102.11
2022 198.60 Analyst x1 140.26
2023 271.00 Analyst x1 175.45
2024 329.83 Est @ 21.71% 195.75
2025 380.32 Est @ 15.31% 206.92
2026 421.50 Est @ 10.83% 210.22
2027 453.91 Est @ 7.69% 207.54
2028 478.85 Est @ 5.49% 200.70
Present value of next 10 years cash flows €1,463.97
ENXTAM:TKWY DCF 2nd Stage: Terminal Value
Calculation Result
Terminal Value = FCF2028 × (1 + g) ÷ (Discount Rate – g)
= €478.85 × (1 + 0.37%) ÷ (9.08% – 0.37%)
€5,514.99
Present Value of Terminal Value = Terminal Value ÷ (1 + r)10
= €5,514.99 ÷ (1 + 9.08%)10
€2,311.55
ENXTAM:TKWY Total Equity Value
Calculation Result
Total Equity Value = Present value of next 10 years cash flows + Terminal Value
= €1,463.97 + €2,311.55
€3,775.52
Equity Value per Share
(EUR)
= Total value / Shares Outstanding
= €3,775.52 / 61.19
€61.7
ENXTAM:TKWY Discount to Share Price
Calculation Result
Value per share (EUR) From above. €61.70
Current discount Discount to share price of €78.50
= -1 x (€78.50 - €61.70) / €61.70
-27.2%

Learn more about our DCF calculations in Simply Wall St’s analysis model .

  • The current share price of Takeaway.com is above its future cash flow value.
Often investors are willing to pay a premium for a company that has a high dividend or the potential for future growth.
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing when they are out of season, or how much your home is worth.

The amount the stock market is willing to pay for Takeaway.com's earnings, growth and assets is considered below, and whether this is a fair price.
Price based on past earnings
Are Takeaway.com's earnings available for a low price, and how does this compare to other companies in the same industry?
Raw Data
ENXTAM:TKWY PE (Price to Earnings) Ratio Data Sources
Data Point Source Value
Earnings Per Share * Company Filings (2018-12-31) in EUR €-0.32
ENXTAM:TKWY Share Price ** ENXTAM (2019-05-24) in EUR €78.5
Europe Online Retail Industry PE Ratio Median Figure of 28 Publicly-Listed Online Retail Companies 23.31x
Netherlands Market PE Ratio Median Figure of 81 Publicly-Listed Companies 16.79x

* Trailing twelve months (TTM) annual GAAP earnings per share excluding extraordinary items.

** Primary Listing of Takeaway.com.

ENXTAM:TKWY PE (Price to Earnings) Ratio Calculation
Calculation Outcome
PE Ratio

= ENXTAM:TKWY Share Price ÷ EPS (both in EUR)

= 78.5 ÷ -0.32

-242.01x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Takeaway.com is loss making, we can't compare its value to the Europe Online Retail industry average.
  • Takeaway.com is loss making, we can't compare the value of its earnings to the Netherlands market.
Price based on expected Growth
Does Takeaway.com's expected growth come at a high price?
Raw Data
ENXTAM:TKWY PEG (Price to Earnings to Growth) Ratio Data Sources
Data Point Source Value
PE Ratio See PE Ratio Section -242.01x
Net Income Annual Growth Rate See Future Growth Section.
Line of Best Fit* through Consensus Estimate Earnings of 12 Analysts
49.2%per year
Europe Online Retail Industry PEG Ratio Median Figure of 16 Publicly-Listed Online Retail Companies 1.65x
Netherlands Market PEG Ratio Median Figure of 66 Publicly-Listed Companies 1.46x

*Line of best fit is calculated by linear regression .

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Unable to calculate PEG ratio for Takeaway.com, we can't assess if its growth is good value.
Price based on value of assets
What value do investors place on Takeaway.com's assets?
Raw Data
ENXTAM:TKWY PB (Price to Book) Ratio Data Sources
Data Point Source Value
Book Value per Share Company Filings (2018-12-31) in EUR €3.21
ENXTAM:TKWY Share Price * ENXTAM (2019-05-24) in EUR €78.5
Europe Online Retail Industry PB Ratio Median Figure of 67 Publicly-Listed Online Retail Companies 1.94x
Netherlands Market PB Ratio Median Figure of 103 Publicly-Listed Companies 1.95x
ENXTAM:TKWY PB (Price to Book) Ratio Calculation
Calculation Outcome
PB Ratio

= ENXTAM:TKWY Share Price ÷ Book Value per Share (both in EUR)

= 78.5 ÷ 3.21

24.44x

* Primary Listing of Takeaway.com.

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Takeaway.com is overvalued based on assets compared to the Europe Online Retail industry average.
X
Value checks
We assess Takeaway.com's value by looking at:
  1. Is the discounted cash flow value less than 20%, or 40% of the share price? (2 checks) ( Click here or on bar chart for details of DCF calculation. )
  2. Is the PE ratio less than the market average, and/ or less than the Online Retail industry average (and greater than 0)? (2 checks)
  3. Is the PEG ratio within a reasonable range (0 to 1)? (1 check)
  4. Is the PB ratio less than the Online Retail industry average (and greater than 0)? (1 check)
  5. Takeaway.com has a total score of 0/6, see the detailed checks below.

    Note: We use GAAP Earnings per Share in all our calculations including PE and PEG Ratio.

    Full details on the Value part of the Simply Wall St company analysis model.

TKWY Future Performance

 How is Takeaway.com expected to perform in the next 1 to 3 years based on estimates from 12 analysts?

The future performance of a company is measured in the same way as past performance, by looking at estimated growth and how much profit it is expected to make.

Future estimates come from professional analysts. Just like forecasting the weather, they don’t always get it right!
Annual Growth Rate
49.2%
Expected annual growth in earnings.
Earnings growth vs Low Risk Savings
Is Takeaway.com expected to grow at an attractive rate?
  • Takeaway.com's earnings growth is expected to exceed the low risk savings rate of 0.4%.
Growth vs Market Checks
  • Takeaway.com's earnings growth is expected to exceed the Netherlands market average.
  • Takeaway.com's revenue growth is expected to exceed the Netherlands market average.
Annual Growth Rates Comparison
Raw Data
ENXTAM:TKWY Future Growth Rates Data Sources
Data Point Source Value (per year)
ENXTAM:TKWY Future Earnings Growth Rate Line of Best Fit* through Consensus Estimate Earnings of 12 Analysts 49.2%
ENXTAM:TKWY Future Revenue Growth Rate Line of Best Fit* through Consensus Estimate Revenue of 12 Analysts 23.3%
Europe Online Retail Industry Earnings Growth Rate Market Cap Weighted Average 37.1%
Europe Online Retail Industry Revenue Growth Rate Market Cap Weighted Average 16%
Netherlands Market Earnings Growth Rate Market Cap Weighted Average 9.4%
Netherlands Market Revenue Growth Rate Market Cap Weighted Average 3%

*Line of best fit is calculated by linear regression .

Industry and Market average data is calculated daily.

Learn more about our growth rate calculations in Simply Wall St’s analysis model.

Analysts growth expectations
Raw Data
ENXTAM:TKWY Analysts Growth Expectations Data Sources
Data Point Source Value
Past Financials Company Filings (4 months ago) See Below
Future Estimates Average of up to 12 Analyst Estimates (S&P Global) See Below
All numbers in EUR Millions and using Trailing twelve months (TTM) annual period rather than quarterly.
ENXTAM:TKWY Future Estimates Data
Date (Data in EUR Millions) Revenue Cash Flow Net Income * Avg. No. Analysts
2023-12-31 856 291 202 2
2022-12-31 740 217 138 2
2021-12-31 673 140 95 11
2020-12-31 548 68 40 12
2019-12-31 406 -5 -21 12
ENXTAM:TKWY Past Financials Data
Date (Data in EUR Millions) Revenue Cash Flow Net Income *
2018-12-31 232 -3 -14
2018-09-30 214 -13 -24
2018-06-30 199 -23 -35
2018-03-31 183 -29 -38
2017-12-31 163 -36 -42
2017-09-30 151 -31 -42
2017-06-30 139 -25 -41
2017-03-31 125 -14 -36
2016-12-31 112 -3 -31
2016-09-30 102 -1 -25
2016-06-30 92 1 -19
2016-03-31 84 -1 -19

*GAAP earnings excluding extraordinary items.

Super high growth metrics
High Growth Checks
  • Takeaway.com's earnings are expected to grow significantly at over 20% yearly.
  • Takeaway.com's revenue is expected to grow significantly at over 20% yearly.
Past and Future Earnings per Share
The accuracy of the analysts who estimate the future performance data can be gauged below. We look back 3 years and see if they were any good at predicting what actually occurred. We also show the highest and lowest estimates looking forward to see if there is a wide range.
Raw Data
ENXTAM:TKWY Past and Future Earnings per Share
Data Point Source Value
Past Financials Company Filings (4 months ago) See Below
Future Estimates Average of up to 12 Analyst Estimates (S&P Global) See Below

All data from Takeaway.com Company Filings, last reported 4 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

ENXTAM:TKWY Future Estimates Data
Date (Data in EUR Millions) EPS * EPS High Estimate EPS Low Estimate Avg. No. Analysts
2023-12-31 2.96 3.20 2.71 2.00
2022-12-31 2.10 2.21 1.98 2.00
2021-12-31 1.52 2.10 1.11 9.00
2020-12-31 0.66 1.00 0.15 11.00
2019-12-31 -0.47 -0.16 -1.15 7.00
ENXTAM:TKWY Past Financials Data
Date (Data in EUR Millions) EPS *
2018-12-31 -0.32
2018-09-30 -0.57
2018-06-30 -0.81
2018-03-31 -0.89
2017-12-31 -0.97
2017-09-30 -0.99
2017-06-30 -1.01
2017-03-31 -0.93
2016-12-31 -0.84
2016-09-30 -0.70
2016-06-30 -0.55
2016-03-31 -0.56

*GAAP earnings excluding extraordinary items.

Performance in 3 years
In the same way as past performance we look at the future estimated return (profit) compared to the available funds. We do this looking forward 3 years.
  • Takeaway.com is not expected to efficiently use shareholders’ funds in the future (Return on Equity less than 20%).
X
Future performance checks
We assess Takeaway.com's future performance by looking at:
  1. Is the annual earnings growth rate expected to beat the low risk savings rate, plus a premium to keep pace with inflation?
  2. Is the annual earnings growth rate expected to beat the average growth rate in earnings of the Europe market? (1 check)
  3. Is the annual revenue growth rate expected to beat the average growth rate in revenue of the Europe market? (1 check)
  4. Is the annual earnings growth rate expected to be above 20%? (1 check)
  5. Is the annual revenue growth rate expected to be above 20%? (1 check)
  6. Is the Return on Equity in 3 years expected to be over 20%? (1 check)
Some of the above checks will fail if the company is expected to be loss making in the relevant year.
Takeaway.com has a total score of 5/6, see the detailed checks below.

Note 1: We use GAAP Net Income Excluding Exceptional Items for our Earnings in all our calculations.

Full details on the Future part of the Simply Wall St company analysis model.

TKWY Past Performance

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

The past performance of a company can be measured by how much growth it has experienced and how much profit it makes relative to the funds and assets it has available.
Past earnings growth
Below we compare Takeaway.com's growth in the last year to its industry (Online Retail).
Past Earnings growth analysis
We also check if the company has grown in the past 5 years, and whether it has maintained that growth in the year.
  • Takeaway.com does not make a profit and their year on year earnings growth rate was negative over the past 5 years.
  • Unable to compare Takeaway.com's 1-year earnings growth to the 5-year average as it is not currently profitable.
  • Unable to compare Takeaway.com's 1-year growth to the Europe Online Retail industry average as it is not currently profitable.
Earnings and Revenue History
Takeaway.com's revenue and profit over the past 5 years is shown below, any years where they have experienced a loss will show up in red.
Raw Data

All data from Takeaway.com Company Filings, last reported 4 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

ENXTAM:TKWY Past Revenue, Cash Flow and Net Income Data
Date (Data in EUR Millions) Revenue Net Income * G+A Expenses R&D Expenses
2018-12-31 232.31 -14.02 183.81
2018-09-30 214.23 -24.47 174.79
2018-06-30 199.28 -34.92 165.78
2018-03-31 182.88 -38.47 158.30
2017-12-31 163.35 -42.02 150.82
2017-09-30 150.94 -41.60 140.98
2017-06-30 138.54 -41.18 131.14
2017-03-31 125.09 -36.03 117.80
2016-12-31 111.64 -30.89 104.46
2016-09-30 101.71 -25.02 94.23
2016-06-30 91.78 -19.15 84.01
2016-03-31 84.26 -19.36 79.14
2015-12-31 76.74 -19.57 74.26
2014-12-31 46.71 -6.88 36.90
2013-12-31 22.73 -2.26 20.05

*GAAP earnings excluding extraordinary items.

Performance last year
We want to ensure a company is making the most of what it has available. This is done by comparing the return (profit) to a company's available funds, assets and capital.
  • It is difficult to establish if Takeaway.com has efficiently used shareholders’ funds last year (Return on Equity greater than 20%) as it is loss-making.
  • It is difficult to establish if Takeaway.com has efficiently used its assets last year compared to the Europe Online Retail industry average (Return on Assets) as it is loss-making.
  • It is difficult to establish if Takeaway.com improved its use of capital last year versus 3 years ago (Return on Capital Employed) as it is currently loss-making.
X
Past performance checks
We assess Takeaway.com's performance over the past 5 years by checking for:
  1. Has earnings increased in past 5 years? (1 check)
  2. Has the earnings growth in the last year exceeded that of the Online Retail industry? (1 check)
  3. Is the recent earnings growth over the last year higher than the average annual growth over the past 5 years? (1 check)
  4. Is the Return on Equity (ROE) higher than 20%? (1 check)
  5. Is the Return on Assets (ROA) above industry average? (1 check)
  6. Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
The above checks will fail if the company has reported a loss in the most recent earnings report. Some checks require at least 3 or 5 years worth of data.
Takeaway.com has a total score of 0/6, see the detailed checks below.

Note: We use GAAP Net Income excluding extraordinary items in all our calculations.

Full details on the Past part of the Simply Wall St company analysis model.

TKWY Health

 How is Takeaway.com's financial health and their level of debt?

A company's financial position is much like your own financial position, it includes everything you own (assets) and owe (liabilities).

The boxes below represent the relative size of what makes up Takeaway.com's finances.

The net worth of a company is the difference between its assets and liabilities.
Net Worth
  • Takeaway.com's short term (1 year) commitments are greater than its holdings of cash and other short term assets.
  • Takeaway.com's cash and other short term assets cover its long term commitments.
Balance sheet
This treemap shows a more detailed breakdown of Takeaway.com's finances. If any of them are yellow this indicates they may be out of proportion and red means they relate to one of the checks below.
Assets
Liabilities and shares
The 'shares' portion represents any funds contributed by the owners (shareholders) and any profits.
  • Low level of unsold assets.
  • Debt is not covered by short term assets, assets are 0.8x debt.
Historical Debt
Nearly all companies have debt. Debt in itself isn’t bad, however if the debt is too high, or the company can’t afford to pay the interest on its debts this may have impacts in the future.

The graphic below shows equity (available funds) and debt, we ideally want to see the red area (debt) decreasing.

If there is any debt we look at the companies capability to repay it, and whether the level has increased over the past 5 years.
Raw Data

All data from Takeaway.com Company Filings, last reported 4 months ago.

ENXTAM:TKWY Past Debt and Equity Data
Date (Data in EUR Millions) Total Equity Total Debt Cash & Short Term Investments
2018-12-31 138.83 149.85 89.56
2018-09-30 138.83 149.85 89.56
2018-06-30 136.51 0.00 66.90
2018-03-31 136.51 0.00 66.90
2017-12-31 149.78 0.00 89.79
2017-09-30 149.78 0.00 89.79
2017-06-30 168.10 0.00 107.86
2017-03-31 168.10 0.00 107.86
2016-12-31 187.75 0.00 134.59
2016-09-30 187.75 0.00 134.59
2016-06-30 37.93 15.45 4.76
2016-03-31 37.93 15.45 4.76
2015-12-31 49.43 5.76 4.45
2014-12-31 68.79 0.00 12.35
2013-12-31 2.86 0.00 3.43
  • Takeaway.com's level of debt (107.9%) compared to net worth is high (greater than 40%).
  • The level of debt compared to net worth has increased over the past 5 years (0% vs 107.9% today).
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.

  • Takeaway.com has sufficient cash runway for more than 3 years based on current free cash flow.
  • Takeaway.com has sufficient cash runway for more than 3 years if free cash flow continues to grow at historical rates of 35.7% each year.
X
Financial health checks
We assess Takeaway.com's financial health by checking for:
  1. Are short term assets greater than short term liabilities? (1 check)
  2. Are short term assets greater than long term liabilities? (1 check)
  3. Has the debt to equity ratio increased in the past 5 years? (1 check)
  4. Is the debt to equity ratio over 40%? (1 check)
  5. Is the debt covered by operating cash flow? (1 check)
  6. Are earnings greater than 5x the interest on debt (if company pays interest at all)? (1 check)
  7. Takeaway.com has a total score of 3/6, see the detailed checks below.
For companies that are loss making and have been so on average in the past we replace the last 2 checks with:
  1. Does cash and short term investments cover stable operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
  2. Does cash and short term investments cover growing operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)


Full details on the Health part of the Simply Wall St company analysis model.

TKWY Dividends

 What is Takeaway.com's current dividend yield, its reliability and sustainability?

Dividends are regular cash payments to you from the company, similar to a bank paying you interest on a savings account.
Annual Dividend Income
Dividend payments
0%
Current annual income from Takeaway.com dividends. Estimated to be 0% next year.
If you bought €2,000 of Takeaway.com shares you are expected to receive €0 in your first year as a dividend.
Dividend Amount
Here we look how much dividend is being paid, if any. Is it above what you can get in a savings account? It is up there with the best dividend paying companies?
  • Unable to evaluate Takeaway.com's dividend yield against the bottom 25% of dividend payers as the company has not reported any payouts.
  • Unable to evaluate Takeaway.com's dividend against the top 25% market benchmark as the company has not reported any payouts.
Annualized Historical and Future Dividends
It is important to see if the dividend for a company is stable, and not wildly increasing/decreasing each year. This graph shows you the historical rate to count toward your assessment of the stock.

We also check to see if the dividend has increased in the past 10 years.
Raw Data
ENXTAM:TKWY Annualized Past and Future Dividends
Data Point Source Value
Past Annualized Dividend Yield S&P Global Market Data See Below
Past Dividends per Share Company Filings/ Annualized Dividend Payments See Below
Future Dividends per Share Estimates Average of up to 12 Analyst Estimates (S&P Global) See Below
Europe Online Retail Industry Average Dividend Yield Market Cap Weighted Average of 13 Stocks 3.2%
Netherlands Market Average Dividend Yield Market Cap Weighted Average of 68 Stocks 4%
Netherlands Minimum Threshold Dividend Yield 10th Percentile 1.7%
Netherlands Bottom 25% Dividend Yield 25th Percentile 2.4%
Netherlands Top 25% Dividend Yield 75th Percentile 6%

Industry and Market average data is calculated daily.

Note all dividend per share amounts are annualized and not quarterly or other period.

ENXTAM:TKWY Future Dividends Estimate Data
Date (Data in €) Dividend per Share (annual) Avg. No. Analysts
2023-12-31 0.00 1.00
2022-12-31 0.00 1.00
2021-12-31 0.00 6.00
2020-12-31 0.00 7.00
2019-12-31 0.00 7.00

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Unable to perform a dividend volatility check as Takeaway.com has not reported any payouts.
  • Unable to verify if Takeaway.com's dividend has been increasing as the company has not reported any payouts.
Current Payout to shareholders
What portion of Takeaway.com's earnings are paid to the shareholders as a dividend.
  • Unable to calculate sustainability of dividends as Takeaway.com has not reported any payouts.
Future Payout to shareholders
  • No need to calculate the sustainability of Takeaway.com's dividends in 3 years as they are not expected to pay a notable one for Netherlands.
X
Income/ dividend checks
We assess Takeaway.com's dividend by checking for:
  1. Firstly is the company paying a notable dividend (greater than 1.7%) - if not then the rest of the checks are ignored.
  2. Is current dividend yield above the bottom 25% of dividend payers? (1 check)
  3. Is current dividend yield above the top 25% of dividend payers? (1 check)
  4. Have they paid a dividend for 10 years, and during this period has the dividend been volatile (drop of more than 25%)? (1 check)
  5. If they have paid a dividend for 10 years has it increased in this time? (1 check)
  6. How sustainable is the dividend, can Takeaway.com afford to pay it from its earnings today and in 3 years (Payout ratio less than 90%)? (2 checks)
  7. Takeaway.com has a total score of 0/6, see the detailed checks below.


Full details on the Dividends part of the Simply Wall St company analysis model.

TKWY Management

 What is the CEO of Takeaway.com's salary, the management and board of directors tenure and is there insider trading?

Management is one of the most important areas of a company. We look at unreasonable CEO compensation, how long the team and board of directors have been around for and insider trading.
CEO
Jitse Groen
COMPENSATION €585,000
AGE 40
TENURE AS CEO 19.1 years
CEO Bio

Mr. Jitse Groen Founded Takeaway.com Holding B.V. in 2000. Mr. Groen has been Chief Executive Officer of Takeaway.com Holding B.V. since April 2000. Mr. Groen has been the Chairman of the Management Board at Takeaway.com Holding B.V. and its Member of Management Board since 2011. He is responsible for Corporate Strategy, Business Development, Product and Technology. He started his career during his studies when he launched a business in web development. In 2000, Mr. Groen founded and launched Takeaway.com (at that time still Thuisbezorgd.nl) in the Netherlands. He serves as Director of Gribhold B.V. Mr. Groen serves as a member of the advisory board of Hotelspecials and a member of the supervisory board at Funda, a prominent Dutch online real estate platform. Mr. Groen studied Business & IT at the University of Twente.

CEO Compensation
  • Jitse's compensation has increased whilst company is loss making.
  • Jitse's remuneration is lower than average for companies of similar size in Netherlands.
Management Team Tenure

Average tenure and age of the Takeaway.com management team in years:

8.3
Average Tenure
40
Average Age
  • The average tenure for the Takeaway.com management team is over 5 years, this suggests they are a seasoned and experienced team.
Management Team

Jitse Groen

TITLE
Founder
COMPENSATION
€585K
AGE
40
TENURE
19.1 yrs

Brent Wissink

TITLE
CFO & Member of Management Board
COMPENSATION
€519K
AGE
51
TENURE
8.3 yrs

Jorg Gerbig

TITLE
COO & Member of Management Board
COMPENSATION
€461K
AGE
37
TENURE
3.3 yrs

Joris Wilton

TITLE
Manager of Investor Relations
Board of Directors Tenure

Average tenure and age of the Takeaway.com board of directors in years:

2.6
Average Tenure
57
Average Age
  • The average tenure for the Takeaway.com board of directors is less than 3 years, this suggests a new board.
Board of Directors

Adriaan Nühn

TITLE
Chairman of Supervisory Board
AGE
65
TENURE
2.6 yrs

Corinne Vigreux

TITLE
Vice-Chairman of Supervisory Board
AGE
54
TENURE
2.6 yrs

Ron Teerlink

TITLE
Member of Supervisory Board
AGE
57
TENURE
2.6 yrs
Who owns this company?
Recent Insider Trading
  • No 3 month insider trading information.
Recent Insider Transactions
Announced Type Name Entity Role Start End Shares Max Price (€) Value (€)
12. Sep 18 Sell Sake Bosch Individual 12. Sep 18 12. Sep 18 -2,440,852 €65.50 €-159,875,806
20. Aug 18 Sell Jorg Gerbig Individual 20. Aug 18 20. Aug 18 -30,040 €60.94 €-1,830,638
20. Aug 18 Buy Jorg Gerbig Individual 20. Aug 18 20. Aug 18 30,040 €6.46 €194,058
X
Management checks
We assess Takeaway.com's management by checking for:
  1. Is the CEO's compensation unreasonable compared to market cap? (1 check)
  2. Has the CEO's compensation increased more than 20% whilst the EPS is down more then 20%? (1 check)
  3. Is the average tenure of the management team less than 2 years? (1 check)
  4. Is the average tenure of the board of directors team less than 3 years? (1 check)
  5. Takeaway.com has a total score of 0/6, this is not included on the snowflake, see the detailed checks below.


Note: We use the top 6 management executives and board members in our calculations.

Note 2: Insider trading include any internal stakeholders and these transactions .

Full details on the Management part of the Simply Wall St company analysis model.

TKWY News

Simply Wall St News

Have Insiders Been Selling Takeaway.com N.V. (AMS:TKWY) Shares?

So we'll take a look at whether insiders have been buying or selling shares in Takeaway.com N.V. … While insider selling is not a positive sign, we can't be sure if it does mean insiders think the shares are fully valued, so it's only a weak sign. … It's great to see high levels of insider ownership, but looking back at the last year, we don't gain confidence from the Takeaway.com insiders selling.

Simply Wall St -

Calculating The Fair Value Of Takeaway.com N.V. (AMS:TKWY)

by taking the expected future cash flows and discounting them to today's value. … I will use the Discounted Cash Flow (DCF) model. … If you want to learn more about discounted cash flow, the rationale behind this calculation can be read in detail in the Simply Wall St analysis model

Simply Wall St -

What Percentage Of Takeaway.com N.V. (AMS:TKWY) Shares Do Insiders Own?

We'd expect to see institutional investors on the register. … Companies of this size are usually well known to retail investors, too. … institutional investors have bought into the company

Simply Wall St -

What does Takeaway.com N.V.'s (AMS:TKWY) Balance Sheet Tell Us About Its Future?

This article will examine TKWY’s financial liquidity and debt levels to get an idea of whether the company can deal with cyclical downturns and maintain funds to accommodate strategic spending for future growth. … Don’t forget that this is a general and concentrated examination of Takeaway.com’s financial health, so you should conduct further analysis. … TKWY’s Debt (And Cash Flows)

Simply Wall St -

Did Takeaway.com's Share Price Deserve to Gain 27%?

(AMS:TKWY) share price is 27% higher than it was a year ago, much better than the market return of around 0.5% (not including dividends) in the same period. … Because Takeaway.com is loss-making, we think the market is probably more focussed on revenue and revenue growth, at least for now. … If the company can maintain the revenue growth, the share price could go higher still.

Simply Wall St -

Market Sentiment Around Loss-Making Takeaway.com N.V. (AMS:TKWY)

The €3.0b market-cap posted a loss in its most recent financial year of -€42.0m and a latest trailing-twelve-month loss of -€34.9m shrinking the gap between loss and breakeven. … Many investors are wondering the rate at which TKWY will turn a profit, with the big question being “when will the company breakeven?” … View our latest analysis for Takeaway.com

Simply Wall St -

Who Has Been Selling Takeaway.com N.V. (AMS:TKWY) Shares?

(AMS:TKWY), you may well want to know whether insiders have been buying or selling. … So we know that an insider sold shares at around the present share price of €57.60. … Over the last year we saw more insider selling of Takeaway.com shares, than buying

Simply Wall St -

Has Takeaway.com N.V. (AMS:TKWY) Got Enough Cash?

Small-caps and large-caps are wildly popular among investors, however, mid-cap stocks, such as Takeaway.com N.V. … Despite this, the two other categories have lagged behind the risk-adjusted returns of commonly ignored mid-cap stocks. … Let’s take a look at TKWY’s debt concentration and assess their financial liquidity to get an idea of their ability to fund strategic acquisitions and grow through cyclical pressures.

Simply Wall St -

What Kind Of Shareholder Appears On The Takeawaycom NV's (AMS:TKWY) Shareholder Register?

Large companies usually have institutions as shareholders, and we usually see insiders owning shares in smaller companies. … As Nassim Nicholas Taleb said, 'Don’t tell me what you think, tell me what you have in your portfolio.'. … institutions are noticeable on the share registry

Simply Wall St -

Takeawaycom NV (AMS:TKWY): Are Analysts Optimistic?

The €2.3b market-cap company’s loss lessens since it announced a -€42m bottom-line in the full financial year, compared to the latest trailing-twelve-month loss of -€35m, as it approaches breakeven? … In this article, I will touch on the expectations for TKWY’s growth and when analysts expect the company to become profitable … Expectation from Online Retail analysts is TKWY is on the verge of breakeven.

Simply Wall St -

TKWY Company Info

Description

Takeaway.com N.V. operates an online food delivery marketplace that connects consumers and restaurants through its Websites and apps in ten European countries. Its business relies on participating restaurants to deliver food themselves, with the Takeaway.com platform serving as a source of orders for restaurants and facilitating online payment processes. The company was formerly known as Takeaway.com B.V. and changed its name to Takeaway.com Holding B.V. in October 2015. Takeaway.com N.V. was founded in 2000 and is headquartered in Amsterdam, the Netherlands.

Details
Name: Takeaway.com N.V.
TKWY
Exchange: ENXTAM
Founded: 2000
€4,803,151,946
61,186,649
Website: http://www.takeaway.com
Address: Takeaway.com N.V.
Oosterdoksstraat 80,
Amsterdam,
Noord-Holland, 1011 DK,
Netherlands
Listings
Exchange Symbol Ticker Symbol Security Exchange Country Currency Listed on
ENXTAM TKWY Ordinary Shares Euronext Amsterdam NL EUR 30. Sep 2016
OTCPK TKAY.F Ordinary Shares Pink Sheets LLC US USD 30. Sep 2016
DB T5W Ordinary Shares Deutsche Boerse AG DE EUR 30. Sep 2016
LSE 0RJE Ordinary Shares London Stock Exchange GB EUR 30. Sep 2016
Number of employees
Current staff
Staff numbers
2,672
Takeaway.com employees.
Industry
Internet and Direct Marketing Retail
Retail
Company Analysis and Financial Data Status
Area Date (UTC time)
Company Analysis updated: 2019/05/24 22:17
End of day share price update: 2019/05/24 00:00
Last estimates confirmation: 2019/05/22
Last earnings filing: 2019/03/13
Last earnings reported: 2018/12/31
Last annual earnings reported: 2018/12/31


All dates and times in UTC. All financial data provided by Standard & Poor’s Capital IQ.

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.