50% off Premium Yearly
Adyen NVADYEYBUYAug 20, 2021Stock price when the opinion was issued
Global payment processing infrastructure for companies like NFLX, UBER, NKE. Good exposure to e-commerce. Moving more to brick and mortar, unified commerce. Relatively new company. Software is easy to manage between countries. Fraud rates are better. Best in class product.
30% revenue growth on top line, market-leading EBITDA margins of 55-60%. Good entry point at 3% cashflow yield. No dividend.