Edenred offers a wide-moat business at a significant discount, trading at 10x 2025E EPS versus a historical 30-40x multiple. Despite regulatory threats in France, Italy, and Brazil, EDNMY's strong market position, diversification, and tech investments support continued growth and resilience. Recent acquisitions and management's disciplined strategy have maintained robust returns on capital, with CEO Bertrand Dumazy driving digital transformation and prudent expansion.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
EDNMY, THC and MBWM made it to the Zacks Rank #1 (Strong Buy) value stocks list on July 25, 2025.
Edenred SE (OTC:EDNMF) H1 2025 Earnings Conference Call July 23, 2025 2:30 AM ET Company Participants Bertrand Dumazy - Chairman & CEO Virginie J. H. Duperat-Vergne - Executive Vice President of Finance Conference Call Participants Edward Young - Morgan Stanley, Research Division Estelle Weingrod - JPMorgan Chase & Co, Research Division Hannes Leitner - Jefferies LLC, Research Division Josh Levin - Autonomous Julien Richer - Kepler Cheuvreux, Research Division Justin Thomas Forsythe - UBS Investment Bank, Research Division Mourad Lahmidi - BNP Paribas Exane, Research Division Pravin Gondhale - Barclays Bank PLC, Research Division Operator Hello, and welcome to the Edenred Half Year 2025 Call.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Edenred is a French company and a leader in employee benefit and mobility payment programs. It's a high-quality business, but the share price has plummeted due to fears over regulation in its two most important markets, Brazil and Italy. The shares are trading at a discount to its intrinsic value, compared to peers and at low multiples.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Here is how EDENRED (EDNMY) and INTERTEK GP (IKTSY) have performed compared to their sector so far this year.
Q1 revenue growth was 7.1% on a like-for-like basis, helped by strong growth in its Beyond Food and Beyond Fuel segments. I expect mid-single digit organic earnings growth in the medium term, with additional upside potential from acquisitions. Shares are attractively valued at 7.9 times FCF, representing a large discount versus relevant peers.
Edenred SE (OTC:EDNMF) Q1 2025 Sales/Trading Statement Call April 16, 2025 2:30 AM ET Company Participants Bertrand Dumazy - Chairman and CEO Cedric Appert - IR Conference Call Participants Andre Juillard - Deutsche Bank Ed Young - Morgan Stanley Justin Forsythe - UBS Pravin Gondhale - Barclays Simona Sarli - Bank of America Josh Levin - Autonomous Research Hannes Leitner - Jefferies Operator Hello, and welcome to Edenred Q1 2025 Revenue Conference Call. My name is Rushdie, and I'll be your coordinator for today's event.
Here is how EDENRED (EDNMY) and INTERTEK GP (IKTSY) have performed compared to their sector so far this year.