Should I Buy Adyen? Finance YouTuber Analysis

The YouTuber believes Adyen is an attractive investment due to its current low valuation (P/E of 25.7, projected 13.3 by end of 2026) following a significant stock drop. Despite a slight reduction in revenue growth guidance, the 20-22% growth is still dynamic. The company's vertically integrated payment platform and strategic acquisition of Talon One for loyalty programs are seen as strong competitive advantages and future growth drivers, making it a 'buy' despite integration risks.

“Adyen finde ich schon aussichtsreich persönlich und halte die Aktie wirklich für mittlerweile auch günstig bewertet.”

The YouTuber recently bought Adyen, arguing that the stock is currently undervalued after a significant price drop due to slightly missed earnings and a lowered outlook. He highlights Adyen's strong fundamentals, including a robust balance sheet, high growth rates compared to competitors, and a unique business model that covers the entire payment processing value chain, creating a competitive moat. He also uses a 'Coca-Cola Test' to show that Adyen's P/E ratio is now comparable to Coca-Cola's, despite Adyen's much higher growth potential, suggesting an attractive entry point for long-term investors.

“Ich habe zugeschlagen, Wachstumsakachtien sind ja momentan im Ausverkauft, zumindest dann, wenn es um Software geht und tun sich sehr viele spannende Chancen auf.”

The YouTuber plans to buy Adyen if its price drops to 1000 Euros, especially after its upcoming August 15th earnings report, provided there are no fundamental negative changes. He highlights Adyen's strong growth, robust balance sheet with high liquidity and no debt, and its ability to generate significant free cash flow, making it fundamentally sound despite past volatility.

“ich werde jetzt in Kauflimit hier setzen bei 1000 €”

The YouTuber believes Adyen's business model is robust and highly profitable, with a strong cash position. Despite recent challenges and a significant stock price drop, he sees the current valuation as attractive, especially considering the long-term growth potential in the payment processing market and the company's ability to scale. He acknowledges short-term headwinds but views them as temporary.

“Ich finde Adyen eigentlich gerade relativ attraktiv bewertet.”