0.89%
-4.22%
-5.98%
18.37%
31.74%
11.42%
20.53%

Company Description

Prosus N.V. engages in the e-commerce and internet businesses.The company operates internet platforms, such as classifieds, payments and fintech, food delivery, travel, education technology, etail, health, ventures, social, and other internet platforms.It has operations in Latin and North America, the Middle East, Africa, Europe, Asia, and internationally.


The company was formerly known as Myriad International Holdings N.V. and changed its name to Prosus N.V. in August 2019.Prosus N.V. was incorporated in 1994 and is headquartered in Amsterdam, the Netherlands.Prosus N.V. is a subsidiary of Naspers Limited.

Market Data

Last Price 36.98
Change Percentage 0.89%
Open 37
Previous Close 36.66
Market Cap ( Millions) 85962
Volume 3745100
Year High 41.78
Year Low 25.72
M A 50 37.61
M A 200 35.65

Financial Ratios

FCF Yield 1.14%
Dividend Yield 0.26%
ROE 16.81%
Debt / Equity 39.36%
Net Debt / EBIDTA -175787.50%
Price To Book 3.38
Price Earnings Ratio 20.43
Price To FCF 87.8
Price To sales 16.11
EV / EBITDA -12765.25

News

Business Breakdown

Expected Mid-Term Growth

Segment nΒ°1 -> Equity-accounted Investments

Expected Growth : 4.5 %

What the company do ?

Equity-accounted Investments from Prosus N.V. refers to the company's investments in associates and joint ventures, where Prosus N.V. has significant influence but not control, valued using the equity method.

Why we expect these perspectives ?

Prosus N.V.'s equity-accounted investments growth of 4.5% is driven by increasing e-commerce adoption, expansion into new markets, and strategic investments in emerging technologies. Additionally, the company's focus on digital transformation, cost optimization, and partnerships with leading platforms contribute to its growth momentum.

Segment nΒ°2 -> Tencent

Expected Growth : 6.0 %

What the company do ?

Tencent Holdings, a Chinese conglomerate, is a 29.9% owned subsidiary of Prosus N.V., a global consumer internet group.

Why we expect these perspectives ?

Tencent's 6.0% growth, driven by Prosus N.V., is attributed to its dominance in gaming (Honor of Kings, PUBG Mobile), growing fintech services (WeChat Pay), and increasing online advertising revenue. Additionally, its strategic investments in emerging markets, such as India and Southeast Asia, have contributed to its growth momentum.

Segment nΒ°3 -> Food Delivery

Expected Growth : 7.0 %

What the company do ?

Food Delivery from Prosus N.V. refers to the online food ordering and delivery services provided by Prosus N.V., a global consumer internet group, through its subsidiaries like Foodpanda and Delivery Hero.

Why we expect these perspectives ?

Prosus N.V.'s 7.0% growth in Food Delivery is driven by increasing demand for online food ordering, expansion into new markets, strategic partnerships with restaurants and food establishments, investments in technology and logistics, and growing popularity of meal kits and ready-to-eat meals.

Segment nΒ°4 -> Etail

Expected Growth : 5.5 %

What the company do ?

eTail is a leading e-commerce platform from Prosus N.V., offering a range of online marketplaces and retail services across various regions.

Why we expect these perspectives ?

Etail's 5.5% growth driven by increasing online shopping adoption, expansion into new markets, and strategic investments in logistics and technology. Strong demand for e-commerce in emerging markets, particularly in Latin America and Southeast Asia, also contributes to growth. Additionally, Prosus' focus on improving customer experience and enhancing product offerings supports the segment's growth momentum.

Segment nΒ°5 -> Classifieds

Expected Growth : 3.5 %

What the company do ?

Classifieds from Prosus N.V. refers to online marketplaces and platforms that enable users to buy, sell, and trade goods and services, such as OLX, Avito, and Letgo.

Why we expect these perspectives ?

Prosus N.V.'s classifieds segment growth of 3.5% is driven by increasing online marketplaces adoption, rising mobile penetration, and growing demand for digital transactions. Additionally, strategic acquisitions, geographic expansion, and investments in AI-powered matching algorithms contribute to the segment's growth.

Segment nΒ°6 -> Payments and Fintech

Expected Growth : 8.0 %

What the company do ?

Payments and Fintech from Prosus N.V. refers to the company's financial technology and payment solutions, enabling online transactions and digital payments globally.

Why we expect these perspectives ?

Prosus N.V.'s Payments and Fintech segment growth of 8.0% is driven by increasing adoption of digital payment solutions, expansion into new markets, and strategic investments in emerging fintech companies. Additionally, growing e-commerce transactions, rising demand for contactless payments, and partnerships with leading financial institutions contribute to the segment's growth.

Segment nΒ°7 -> Ecommerce - Other

Expected Growth : 4.0 %

What the company do ?

Ecommerce - Other from Prosus N.V. refers to the company's other ecommerce ventures beyond its core classifieds and food delivery businesses.

Why we expect these perspectives ?

Prosus N.V.'s 4.0% growth in Ecommerce - Other is driven by increasing online consumer spending, expansion into new markets, and strategic investments in logistics and technology. Additionally, the company's focus on social commerce, digital payments, and classifieds platforms contributes to its growth momentum.

Segment nΒ°8 -> Edtech

Expected Growth : 9.0 %

What the company do ?

Prosus N.V.'s Edtech segment focuses on online education platforms, providing access to quality learning experiences, skills development, and degree programs globally.

Why we expect these perspectives ?

Prosus N.V.'s Edtech segment growth of 9.0% is driven by increasing demand for online learning, government initiatives for digital education, and rising adoption of AI-powered learning tools. Additionally, the segment benefits from strategic acquisitions, expansion into new markets, and a strong brand presence, further fueling growth.

Prosus N.V. Products

Product Range What is it ?
Food Delivery Prosus N.V. offers food delivery services through its subsidiaries, allowing customers to order food from various restaurants and have it delivered to their doorstep.
Online Marketplaces Prosus N.V. operates online marketplaces that connect buyers and sellers, enabling them to buy and sell goods and services.
Payment and Fintech Prosus N.V. provides payment and fintech solutions, enabling users to make online payments, transfer money, and access financial services.
Education Technology Prosus N.V. offers education technology solutions, providing online learning platforms and resources for students and educators.
Classifieds Prosus N.V. operates classifieds platforms, enabling users to buy and sell goods and services, find jobs, and access other classifieds listings.
Venture Capital Prosus N.V. invests in startups and early-stage companies, providing funding and support to help them grow and scale.

Prosus N.V.'s Porter Forces

The threat of substitutes for Prosus N.V. is moderate due to the presence of alternative investment options for investors, but the company's diversified portfolio and strong brand recognition mitigate this threat.

The bargaining power of customers is low for Prosus N.V. as the company operates in a niche market with limited competition, giving it pricing power and reducing the bargaining power of customers.

The bargaining power of suppliers is moderate for Prosus N.V. as the company relies on a diverse range of suppliers, but its scale and negotiating power mitigate this threat.

The threat of new entrants is low for Prosus N.V. due to the high barriers to entry in the investment industry, including regulatory hurdles and the need for significant capital investment.

The intensity of rivalry is high for Prosus N.V. due to the competitive nature of the investment industry, with many established players competing for market share.

Capital Structure

Value
Debt Weight 26.73%
Debt Cost 3.95%
Equity Weight 73.27%
Equity Cost 7.15%
WACC 6.29%
Leverage 36.49%

Historical Valuation

Price/Earnings Ratio

Margin Valuation

Peers Valuation

Competitors

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Peers Metrics

DCF BETA

Parameters

Short Term Growth
Short term Time
Long-Term Growth
WACC
Target Price
36.98$
Current Price
36.98$
Potential
-0.00%

Expected Cash-Flows

Scoring Insights

Peers Group Analysis

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