AI Spotlight on PRX
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
- Jan -23 - Prosus CEO Bloisi Has $20 Billion, Is Ready to Spend in Europe
- Jan -23 - Prosus CEO Bloisi Has $20 Billion, Is Ready to Spend in Europe
- Dec -26 - This Money Manager Likes Gold as a Hedge Against Disaster. How Nationsβ Debts Put Markets at Risk.
- Dec -23 - Despegar.com Agrees to $1.7 Billion Prosus Buyout
- Dec -23 - Prosus to Buy Online Travel Agency Despegar for $1.7 Billion
- Dec -23 - Prosus to buy Latin American online travel agency Despegar.com for $1.7 billion
- Dec -23 - Prosus to Acquire Latin Americaβs Leading Online Travel Agency, Despegar, for US$1.7bn
- Dec -23 - Despegar.com Enters Into Merger Agreement to Be Acquired by Prosus for $19.50 Per Share in Cash
- Dec -09 - Prosus' (AMS:PRX) Problems Go Beyond Weak Profit
- Dec -02 - Prosus Swings to Profit in First Half After Asset Sales
- Dec -02 - Prosus Swings to Profit in First Half After Asset Sales
- Dec -02 - Prosus nearly doubles profit in H1 on strong e-commerce, Tencent growth
- Dec -02 - Prosus Accelerates Growth, with 5X Improvement in Adjusted EBIT
- Nov -29 - Stocks to watch this week: Salesforce, Lululemon, Frasers Group, Berkeley and Foot Locker
- Nov -13 - Prosus looks to list Indian payments firm PayU in 2025
- Nov -13 - Prosus Gains $2 Billion on Swiggy Investment with IPO Valuation
- Oct -23 - Court Rejects Byjuβs Settlement, Paving Way for Insolvency
- Oct -22 - Prosus to Push AI in E-Commerce as Part of Double Value Plan
- Oct -21 - Is Prosus (PROSY) Stock Outpacing Its Retail-Wholesale Peers This Year?
- Oct -21 - Prosus expects e-commerce profit to jump in 2025, more IPOs in India
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
Threat Of Substitutes
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.
Bargaining Power Of Customers
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.
Bargaining Power Of Suppliers
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.
Threat Of New Entrants
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.
Intensity Of Rivalry
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% |
Prosus N.V. : Quality Control
Prosus N.V. passed 6 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
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