AI Spotlight on ADE
Company Description
Adevinta ASA owns and operates online classifieds sites.The company's products and services include generalist classifieds, specialist real estate, motors, and jobs sites.It operates various online classifieds sites under the Adverts.ie, Agriaffaires, A Vendre a Louer, Autónavigátor.hu, Automobile.it, Autotrader, carsguide, coches.net, daft.ie, 2dehands/2ememain, DoneDeal, eBay Kleinanzeigen, Fotocasa, Grupo Zap, Groupe Argus, Gumtree, Habitaclia, Használtautó.hu, InfoJobs, Jófógás, Kufar, Kijiji, leboncoin, leboncoin hotel, Locasun, MachineryZone, Marktplaats, Milanuncios, mobile.de, motos.net, OLX Brasil, Paycar, Segundamano, subito, Truckscorner, Vide Dressing, vivanuncios, Willhaben, L'Argus, and Pilgo brands.
The company was incorporated in 2018 and is based in Oslo, Norway.
Market Data
Last Price | 114.2 |
Change Percentage | 0.26% |
Open | 113.8 |
Previous Close | 113.9 |
Market Cap ( Millions) | 139431 |
Volume | 69828 |
Year High | 115.1 |
Year Low | 63.9 |
M A 50 | 113.75 |
M A 200 | 106.36 |
Financial Ratios
FCF Yield | 2.91% |
Dividend Yield | 0.00% |
ROE | -1.94% |
Debt / Equity | 20.78% |
Net Debt / EBIDTA | 246.19% |
Price To Book | 1.42 |
Price Earnings Ratio | -71.97 |
Price To FCF | 34.36 |
Price To sales | 6.35 |
EV / EBITDA | 19.9 |
News
- Nov -24 - Boards Dither Over Buyout Bids in $40 Billion Takeover Wave
- Nov -21 - UPDATE 2-Blackstone and Permira lead $13 bln bid for Adevinta
- Nov -21 - Blackstone and Permira lead $13 billion bid for Adevinta
- Sep -21 - Adevinta shares soar 21% on possible Blackstone-Permira bid
- Sep -21 - UPDATE 1-Adevinta confirms acquisition proposal from Blackstone-Permira consortium
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Classified
Expected Growth : 10 %
What the company do ?
Classifieds from Adevinta ASA are online marketplaces where users can buy and sell goods and services, such as cars, real estate, and jobs.
Why we expect these perspectives ?
Adevinta ASA's 10% growth is driven by increasing online classifieds adoption, rising e-commerce penetration, and growing demand for digital marketplaces. Additionally, strategic acquisitions, expansion into new markets, and investments in AI-powered matching technology are contributing to the company's growth momentum.
Segment n°2 -> Advertising
Expected Growth : 12 %
What the company do ?
Adevinta ASA's advertising platform offers targeted online ads, enabling businesses to reach their desired audience across various platforms and devices.
Why we expect these perspectives ?
Adevinta ASA's 12% advertising growth is driven by increasing online classifieds adoption, rising e-commerce penetration, and growing demand for digital marketing solutions. Additionally, the company's strategic acquisitions, improved user experience, and enhanced product offerings have contributed to its growth momentum.
Segment n°3 -> Transactional
Expected Growth : 9 %
What the company do ?
Transactional from Adevinta ASA refers to the e-commerce and online marketplaces segment, which includes businesses like eBay, Shpock, and others, focusing on buying and selling goods online.
Why we expect these perspectives ?
Adevinta ASA's 9% transactional growth is driven by increasing online classifieds adoption, expansion into new markets, and strategic acquisitions. Additionally, the company's focus on improving user experience, investing in AI-powered matching technology, and growing its presence in high-growth markets such as Latin America and Asia also contribute to its growth momentum.
Segment n°4 -> Lease Contracts, Services Provided to Sold Companies and Others
Expected Growth : 11 %
What the company do ?
Adevinta ASA provides lease contracts and services to sold companies and others, offering flexible rental agreements and support for their business operations.
Why we expect these perspectives ?
Adevinta ASA's 11% growth is driven by increasing adoption of online marketplaces, rising demand for digital services, and strategic acquisitions. Lease contracts benefit from growing e-commerce and logistics needs. Services provided to sold companies leverage Adevinta's expertise in online classifieds, while others segment growth is fueled by expansion into new markets and diversification of revenue streams.
Adevinta Asa Products
Product Range | What is it ? |
---|---|
Marketplaces | Adevinta ASA operates online marketplaces that connect buyers and sellers across various categories such as general merchandise, vehicles, and real estate. |
Digital Advertising | Adevinta ASA offers digital advertising solutions to businesses, enabling them to reach their target audience across its marketplaces and websites. |
Payment Services | Adevinta ASA provides payment services, facilitating transactions between buyers and sellers on its marketplaces. |
Data Analytics | Adevinta ASA offers data analytics services, providing insights and market intelligence to businesses and individuals. |
E-commerce Enablement | Adevinta ASA enables e-commerce capabilities for businesses, allowing them to sell their products directly to consumers. |
Adevinta ASA's Porter Forces
Threat Of Substitutes
Adevinta ASA operates in the online classifieds industry, where substitutes are readily available. However, the company's strong brand recognition and diversified revenue streams mitigate the threat of substitutes.
Bargaining Power Of Customers
Adevinta ASA's customers are primarily individuals and small businesses, which have limited bargaining power. The company's strong market position and diversified revenue streams also reduce the bargaining power of customers.
Bargaining Power Of Suppliers
Adevinta ASA's suppliers are primarily technology and infrastructure providers, which have limited bargaining power. The company's strong market position and diversified revenue streams also reduce the bargaining power of suppliers.
Threat Of New Entrants
The online classifieds industry has relatively low barriers to entry, but Adevinta ASA's strong brand recognition, diversified revenue streams, and established market position make it challenging for new entrants to gain significant market share.
Intensity Of Rivalry
The online classifieds industry is highly competitive, with several established players competing for market share. Adevinta ASA faces intense competition from companies like eBay, Craigslist, and Facebook Marketplace, which can lead to pricing pressure and reduced market share.
Capital Structure
Value | |
---|---|
Debt Weight | 18.18% |
Debt Cost | 3.95% |
Equity Weight | 81.82% |
Equity Cost | 7.44% |
WACC | 6.80% |
Leverage | 22.22% |
Adevinta ASA : Quality Control
Adevinta ASA passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
Company | Rational |
---|---|
AUTO.L | Auto Trader Group plc operates in the digital automotive marketplace in the United Kingdom and Ireland. The company provides vehicle advertisement on its websites for private sellers, as well as … |
HEM.ST | Hemnet Group AB (publ) operates a property platform. Its platform gathers various property buyers, sellers, and real estate agents in one place. The company was founded in 1998 and is … |
FNTN.DE | freenet AG provides telecommunications, radio and multimedia, mobile communications, mobile Internet, and digital lifestyle services in Germany. It provides a portfolio of services and products primarily in the areas of … |
RMV.L | Rightmove plc, together with its subsidiaries, operates property portals in the United Kingdom and internationally. It operates through Agency, New Homes, and Other segments. The Agency segment provides property resale … |
SESG.PA | SES S.A. provides satellite and ground infrastructure solutions worldwide. The company offers data connectivity services through its MEO and GEO satellite communication systems for aviation, maritime, cruise, energy, government, and … |