Download PDF

1. Company Snapshot

1.a. Company Description

eDreams ODIGEO S.A., together with its subsidiaries, operates as an online travel company in Europe.The company offers its online travel agency services under the eDreams, Go Voyages, Opodo, Travellink, and Liligo brands.It also provides marketing, admin and IT consulting, and metasearch services, as well as offers online advertising campaigns.


Its customers access the deals in regular flights, low-cost airlines, hotels, car rental, dynamic packages, holiday packages, and travel insurance.eDreams ODIGEO S.A. was incorporated in 2011 and is based in Madrid, Spain.

Show Full description

1.b. Last Insights on EDR

Recent positive drivers behind eDreams ODIGEO's performance include the company's achievement of record profitability with 70% quarterly profit growth, driven by robust subscriber expansion. Additionally, its Prime subscription program has surpassed 7 million members, marking a significant milestone. This strong expansion demonstrates the company's ability to attract and retain customers, leading to increased revenue and profitability.

1.c. Company Highlights

2. Transcript Summary

Unfortunately this company is not part of our coverage yet. But as part of your subscription plan you can request it by clicking just below and we'll process.

Request Coverage

3. NewsRoom

Card image cap

European Stocks Mixed in Wednesday Trading; Ryanair Faces Warning From Spanish Court

Feb -11

Source:

Card image cap

Ryanair Faces Criminal Liability Warning From Spanish Court in eDreams Dispute, eDreams Says

Feb -11

Source:

Card image cap

eDreams ODIGEO Secures Ruling, Ryanair Receives Warning of Criminal Liability Over Systematic Disobedience of Court Orders

Feb -11

Source:

Card image cap

eDreams Prime Member Satisfaction Hits All-Time Record With Ratings +36% Higher Than Non-Subscribers in Key Market

Feb -04

Source:

Card image cap

eDreams ODIGEO Accelerates AI Leadership With Deployment of Autonomous Agentic Capabilities as 30% of Its Code Is Now Generated by AI

Jan -22

Source:

Card image cap

When Scrapers Get Scraped: eDreams Moves Against Tryp.com in Prime Fare Dispute

Jan -14

Source:

Card image cap

When Scrapers Get Scraped: eDreams Moves Against Tryp.com in Prime Fare Dispute

Jan -14

Source:

Card image cap

eDreams ODIGEO Expands Prime Towards All-travel Subscription With Strategic Scaling of Rail Product

Jan -14

Source:

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (13.66%)

6. Segments

Top 6

Expected Growth: 15%

eDreams ODIGEO S.A.'s 15% growth driven by increasing online travel bookings, strong mobile adoption, and expanding presence in Latin America and Asia. Additionally, the company's focus on cost leadership, investment in technology, and strategic partnerships contribute to its growth momentum.

Rest of the World

Expected Growth: 10%

The 10% growth in Rest of the World segment for eDreams ODIGEO S.A. is driven by increasing online travel adoption, rising middle-class disposable income, and government initiatives to promote tourism. Additionally, the company's strategic partnerships and investments in emerging markets, such as Latin America and Asia, are contributing to the growth.

7. Detailed Products

Flight Tickets

eDreams ODIGEO S.A. offers a wide range of flight tickets from various airlines, allowing customers to book and compare prices for their desired routes.

Hotel Bookings

The company provides a vast selection of hotels worldwide, enabling customers to book accommodations that suit their needs and budget.

Package Holidays

eDreams ODIGEO S.A. offers bundled packages that include flights and accommodations, making it convenient for customers to plan their trips.

Car Rentals

The company partners with car rental companies to offer a range of vehicles for customers to rent during their trips.

Travel Insurance

eDreams ODIGEO S.A. provides travel insurance options to protect customers against unforeseen events such as trip cancellations or medical emergencies.

Dynamic Packages

The company's dynamic packaging technology allows customers to customize their trips by combining flights, hotels, and car rentals in a single booking.

8. eDreams ODIGEO S.A.'s Porter Forces

Forces Ranking

Threat Of Substitutes

eDreams ODIGEO S.A. operates in a highly competitive market, but its strong brand recognition and customer loyalty programs help to mitigate the threat of substitutes.

Bargaining Power Of Customers

Customers have a high bargaining power due to the availability of alternative travel booking platforms and the ease of switching between them.

Bargaining Power Of Suppliers

eDreams ODIGEO S.A. has a strong negotiating position with its suppliers, including airlines, hotels, and other travel service providers, due to its large customer base and significant market share.

Threat Of New Entrants

While there are barriers to entry in the online travel agency market, new entrants can still disrupt the market with innovative business models or technologies, posing a moderate threat to eDreams ODIGEO S.A.

Intensity Of Rivalry

The online travel agency market is highly competitive, with many established players and new entrants vying for market share, leading to a high intensity of rivalry.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 62.01%
Debt Cost 5.36%
Equity Weight 37.99%
Equity Cost 15.35%
WACC 9.15%
Leverage 163.22%

11. Quality Control: eDreams ODIGEO S.A. passed 1 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Voyageurs du Monde

A-Score: 6.2/10

Value: 5.5

Growth: 8.6

Quality: 6.5

Yield: 2.5

Momentum: 9.0

Volatility: 5.3

1-Year Total Return ->

View Full Report
Stock-Card
On the Beach

A-Score: 4.6/10

Value: 5.2

Growth: 6.3

Quality: 7.4

Yield: 1.2

Momentum: 6.0

Volatility: 1.7

1-Year Total Return ->

View Full Report
Stock-Card
Lastminute

A-Score: 4.5/10

Value: 7.0

Growth: 6.0

Quality: 6.3

Yield: 3.1

Momentum: 2.0

Volatility: 2.7

1-Year Total Return ->

View Full Report
Stock-Card
Hostelworld

A-Score: 4.2/10

Value: 4.2

Growth: 5.1

Quality: 7.4

Yield: 0.6

Momentum: 4.0

Volatility: 3.7

1-Year Total Return ->

View Full Report
Stock-Card
Trainline

A-Score: 4.1/10

Value: 5.6

Growth: 7.9

Quality: 8.4

Yield: 0.0

Momentum: 0.0

Volatility: 3.0

1-Year Total Return ->

View Full Report
Stock-Card
eDreams ODIGEO

A-Score: 3.8/10

Value: 8.2

Growth: 6.2

Quality: 6.5

Yield: 0.0

Momentum: 0.5

Volatility: 1.3

1-Year Total Return ->

View Full Report

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

3.17$

Current Price

3.17$

Potential

-0.00%

Expected Cash-Flows