Financial Performance
5Y price score: 21
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 11.3%
EUR Per
Share
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36.1
52-week range
63.9
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
1.5 %
Dividend Yield TTM
0.5 %
Market cap
80,686
Price / Earnings TTM
8.3
Price / Book TTM
1.8
PEG TTM
0
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
(29.8) %
16.4 %
11.3 %
Free cash flow per share growth
203.5 %
11,240.2 %
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Earnings per share growth
206.7 %
548.1 %
-
Business Summary:
Latest Earnings Call Takeaways
2026 Q4 (Jun 29, 2026)
1) Strategic Focus and Ecosystem Development
- Prosus is now focused on delivery, finance, and customer experience, with significant growth in Latin America, Europe, and India.
- The company has around 1 billion customers and 5 million partners, generating approximately EUR 100 billion in sales.
- Prosus aims to build a competitive ecosystem, with iFood as a foundational element, expanding into travel, grocery, ads, and more.
- The ecosystem outside food delivery generated $1.5 billion in revenue, growing over 40%.
2) Financial Performance and Growth Metrics
- Prosus reported nearly EUR 10 billion in revenue, with a target to exceed EUR 13 billion next year.
- EBITDA reached EUR 1.3 billion, an 84% increase year-over-year.
- Free cash flow improved from EUR -0.5 billion to EUR +1.5 billion over two years.
- Specific growth rates include:
- Grocery: 50% YoY
- Pharmacy: 70% YoY
- Fintech: 100% YoY
- Ads: 100% YoY
3) Challenges and Competitive Landscape
- Competition in Brazil has intensified, affecting profitability and increasing costs per order (CPO).
- The company is focused on maintaining customer retention and frequency despite competitive pressures, with expectations of returning to profitability as market conditions stabilize.
- Prosus is not prioritizing large acquisitions but is investing in smaller, strategic opportunities to enhance its ecosystem.
4) Operational Innovations and AI Integration
- Prosus is leveraging AI through its Large Commerce Model (LCM) to enhance operational efficiency and customer insights.
- The company has developed Zapia, an AI assistant that facilitates transactions for restaurant partners, which is expected to drive further growth.
- Just Eat Takeaway (JET) is undergoing a transformation to become an AI-first company, focusing on growth and operational efficiency.
5) Guidance and Future Outlook
- Prosus expects revenue growth to continue, projecting between EUR 12 billion and EUR 12.3 billion for the next year.
- While profitability may remain flat in FY 2027 due to increased investments in growth initiatives, the long-term outlook remains positive with expectations of significant EBITDA growth in the coming years.
- The transcript lacks detailed projections for specific segments and the impact of AI on future profitability metrics.
Bottom line: Prosus is strategically positioning itself for long-term growth by investing in its ecosystem, focusing on operational efficiency, and leveraging AI technologies, despite facing competitive challenges that may temporarily impact profitability.
Annual Reports, Presentations And IR Contacts
Go to the websiteProsus N.V. — Financial Overview, Stock Price, Market Cap
Prosus N.V. is a company. Founded in 1997. As of August 26, 2026, the company's market capitalization is $80685795436 with a current stock price of $37.89.
