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Just Eat Takeaway.com NV
AEX:TKWY

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Just Eat Takeaway.com NV Logo
Just Eat Takeaway.com NV
AEX:TKWY
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Price: 11.59 EUR -0.6%
Updated: Jul 12, 2024
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Intrinsic Value

Just Eat Takeaway.com NV owns and manages food delivery websites. [ Read More ]

The intrinsic value of one TKWY stock under the Base Case scenario is 14.76 EUR. Compared to the current market price of 11.59 EUR, Just Eat Takeaway.com NV is Undervalued by 21%.

Key Points:
TKWY Intrinsic Value
Base Case
14.76 EUR
Undervaluation 21%
Intrinsic Value
Price
Base Case Scenario

Valuation Backtest
Just Eat Takeaway.com NV

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Fundamental Analysis

Just Eat Takeaway's EBITDA Rises, Aiming for Profitability
Earnings Call Summary

Just Eat Takeaway's EBITDA Rises, Aiming for Profitability

Just Eat Takeaway.com reported significant growth in the first half of 2023. Northern Europe and the UK & Ireland experienced growth in Gross Transaction Value (GTV), with Northern Europe growing at 4% year-on-year and the UK & Ireland at 3% in constant currency terms. The company's half-year adjusted EBITDA surged by EUR 143 million. Notably, Northern Europe achieved its long-term target of a 5% adjusted EBITDA margin of GTV. The UK & Ireland segment is also moving towards a similar high margin, marking a strong increase to EUR 56 million from a negative EUR 18 million in the previous year. This is part of Just Eat Takeaway's broader ambition to create a highly profitable food delivery business, with a positive free cash flow expected to materialize by mid-2024.

Financials
Annual
Quarterly
TTM
Annual
Quarterly
TTM

Balance Sheet Decomposition
Just Eat Takeaway.com NV

Current Assets 2.3B
Cash & Short-Term Investments 1.7B
Receivables 455m
Other Current Assets 152m
Non-Current Assets 7.8B
PP&E 440m
Intangibles 7.3B
Other Non-Current Assets 100m
Current Liabilities 1.6B
Accounts Payable 1.2B
Other Current Liabilities 387m
Non-Current Liabilities 2.6B
Long-Term Debt 2B
Other Non-Current Liabilities 542m
Efficiency

Earnings Waterfall
Just Eat Takeaway.com NV

Revenue
5.2B EUR
Cost of Revenue
-2.8B EUR
Gross Profit
2.4B EUR
Operating Expenses
-2.9B EUR
Operating Income
-493m EUR
Other Expenses
-1.4B EUR
Net Income
-1.8B EUR

Free Cash Flow Analysis
Just Eat Takeaway.com NV

Last Value
3-Years Average
FCF Margin
Conversion Rate
Fundamental Scores

TKWY Profitability Score
Profitability Due Diligence

Just Eat Takeaway.com NV's profitability score is 30/100. The higher the profitability score, the more profitable the company is.

Exceptional 3-Years Revenue Growth
Positive Gross Profit
Positive Revenue Growth Forecast
Declining ROIC
30/100
Profitability
Score

Just Eat Takeaway.com NV's profitability score is 30/100. The higher the profitability score, the more profitable the company is.

TKWY Solvency Score
Solvency Due Diligence

Just Eat Takeaway.com NV's solvency score is 38/100. The higher the solvency score, the more solvent the company is.

Low D/E
Long-Term Solvency
Short-Term Solvency
Positive Net Debt
38/100
Solvency
Score

Just Eat Takeaway.com NV's solvency score is 38/100. The higher the solvency score, the more solvent the company is.

Wall St
Price Targets

TKWY Price Targets Summary
Just Eat Takeaway.com NV

Wall Street analysts forecast TKWY stock price to rise over the next 12 months.

According to Wall Street analysts, the average 1-year price target for TKWY is 20.98 EUR with a low forecast of 10.1 EUR and a high forecast of 49.35 EUR.

Lowest
Price Target
10.1 EUR
13% Downside
Average
Price Target
20.98 EUR
81% Upside
Highest
Price Target
49.35 EUR
326% Upside
View Analyst Estimates
View Analyst Estimates

Competitive Landscape

Shareholder Return

TKWY Price
Just Eat Takeaway.com NV

1M 1M
-6%
6M 6M
-19%
1Y 1Y
-22%
3Y 3Y
-85%
5Y 5Y
-86%
10Y 10Y
-53%
Annual Price Range
11.59
52w Low
10.57
52w High
16.968
Price Metrics
Average Annual Return -23.54%
Standard Deviation of Annual Returns 34.91%
Max Drawdown -90%
Shares Statistics
Market Capitalization 2.4B EUR
Shares Outstanding 219 966 000
Percentage of Shares Shorted
N/A

TKWY Return Decomposition
Main factors of price return

What is price return decomposition?

TKWY News

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Last Important Events
Just Eat Takeaway.com NV

Significant happenings or occurrences that are of interest to investors. These could be company-specific developments or market-wide shifts.

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Negative

Sentiment Analysis
Just Eat Takeaway.com NV

Today
Last 7 Days 7D
Last 30 Days 30D
Last 90 Days 90D

Company Profile

Just Eat Takeaway.com NV Logo
Just Eat Takeaway.com NV

Country

Netherlands

Industry

Retail

Market Cap

2.4B EUR

Dividend Yield

0%

Description

Just Eat Takeaway.com NV owns and manages food delivery websites. The company is headquartered in Amsterdam, Noord-Holland and currently employs 13,246 full-time employees. The company went IPO on 2016-09-30. The firm focuses on connecting consumers and restaurants, and allows users to order food from nearby restaurants and have the food delivered to their homes. The firm transmits the order placed by customers and forwards it to restaurants, which prepare and deliver the meal. The company is present in Portugal, Switzerland, Austria, Luxembourg, Belgium, the Netherlands, Germany, Poland, Bulgaria, Romania, Israel and Vietnam, and operates the Websites Lieferando.de, Lieferservice.at, Lieferservice.ch, Pizza.be, Pizza.lu, Pizza.pl, Pyszne.pl, BGmenu.com, Oliviera.ro, Takeaway.com, Thuisbezorgd.nl and Vietnammm.com, among others. The platforms feature various kinds of restaurants.

Contact

NOORD-HOLLAND
Amsterdam
Oosterdoksstraat 80
+31202107007.0
https://www.justeattakeaway.com/

IPO

2016-09-30

Employees

13 246

Officers

Founder, Chairman of Management Board & CEO
Mr. Jitse Groen
CFO & Member of Management Board
Mr. Brent Adriaan Wissink
COO & Member of Management Board
Mr. Jorg Gerbig
Member of Management Board, Chief Commercial Officer, Executive VP & MD of UK
Mr. Andrew Kenny
VP of Corporate Communications & Investor Relations
Mr. Joris Wilton
Chief Marketing Officer
Maurine Alma
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Company Secretary
Sophie Versteege
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See Also

Discover More
What is the Intrinsic Value of one TKWY stock?

The intrinsic value of one TKWY stock under the Base Case scenario is 14.76 EUR.

Is TKWY stock undervalued or overvalued?

Compared to the current market price of 11.59 EUR, Just Eat Takeaway.com NV is Undervalued by 21%.