Few European stocks have outperformed their American counterparts over the last five years. Adyen (ADYE.Y -1.04%) is one of these select few.
I am positive about Adyen due to its strong growth momentum, driven by increased adoption of unified commerce and platform solutions. ADYEY's earnings results were spectacular, with net revenue growing 23% y/y and significant growth in the Unified Commerce and Platforms segments. ADYEY deserves a premium multiple, trading at ~14x forward revenue, due to its >20% y/y growth, contrasting with slower-growing peers.
Adyen N.V.'s stock has rebounded significantly since its low in late 2023, showing strong performance and positive investor sentiment compared to peers like PayPal and Block Inc. Adyen N.V. reported impressive financial results for H2 2024, with substantial year-over-year growth in non-interest revenue, net revenue, EBITDA, and free cash flow. Management and analysts are optimistic about Adyen's future growth, particularly in North America, with expectations of continued high revenue and EBITDA margin expansion.
Adyen N.V. (OTCPK:ADYEY) Q4 2024 Earnings Conference Call February 13, 2025 9:00 AM ET Company Participants Josh Masser - Head, Investor Relations Ingo Uytdehaage - Co-Chief Executive Officer Ethan Tandowsky - Chief Financial Officer Conference Call Participants Adam Wood - Morgan Stanley Justin Forsythe - UBS Mohammed Moawalla - Goldman Sachs Harshita Rawat - Bernstein Hannes Leitner - Jefferies Fred Boulan - Bank of America Darrin Peller - Wolfe Research Sandeep Deshpande - JPMorgan Josh Levin - Autonomous Pavan Daswani - Citi Sven Merkt - Barclays Andrew Bauch - Wells Fargo Sanjay Sakhrani - KBW Antonin Baudry - HSBC Harrison Vivas - TD Cowen Nicolas Herms - Deutsche Bank Jamie Friedman - SIG Josh Masser Good afternoon, everyone, and thank you for joining Adyen's H2 2024 Earnings Call. My name is Josh Masser, and I'm Head of Investor Relations here at Adyen.
Adyen's second-half 2024 results took note of the widespread embrace of solutions to enable omnichannel commerce, and demand for a broad range of payment options across several global markets. And in detailing the results of its platform and debit-focused businesses (allowing for additional routing options in the U.S.
Adyen (ADYE.Y -2.50%) was a huge beneficiary during the height of the COVID-19 pandemic. As with other pandemic beneficiaries, this tailwind turned into a headache for the payments processor in 2022 and 2023, causing the stock to fall as much as 75% from all-time highs.
Payments platform Adyen shared third-quarter earnings results Thursday (Nov. 7) showing that revenues climbed 21%, although slowing transaction volumes reportedly worried investors. “Our growth continues to be driven by longstanding underlying trends, including wallet share expansion, further diversification in our merchant mix and winning new business,” the Dutch company said in a business update Thursday.
Adyen, whose technology allows businesses to accept payments online and in-store, reported third-quarter net revenue of 498.3 million, up 21% year-on-year. It comes after Adyen shares tanked nearly 40% in a single day last August on the back of worse-than-expected sales and declining profits.
Dutch payments company Adyen reported on Thursday a EBX20% growth in quarterly net revenue, helped by further diversification in its merchant mix and wallet share expansion, a metric used by payments processors to measure their ability to pick up consumer spending.
The co-founder of payments giant Adyen has begun scaling up his new business software firm Tebi, securing a 20 million euro ($22 million) investment from Index Ventures.
Here is how Adyen N.V. Unsponsored ADR (ADYEY) and Distribution Solutions Group (DSGR) have performed compared to their sector so far this year.
Klarna said Thursday that it had entered into an agreement with Adyen to add its buy now, pay later (BNPL) products to physical payment terminals. Klarna will be included as an option across more than 450,000 Adyen payment terminals in brick-and-mortar locations as a result of the deal.