Monday, April 05, 2021

Adyen Graham Defensive analysis

Adyen Formula video with founder CEO Pieter van der Does: https://www.youtube.com/watch?v=1jHb5lOnJw8


The Adyen IPO price in 2016 was EUR 240 today, April 2021, the share price is around EUR 2000,- 

The Price is very different than what a Benjamin Graham Defensive Investor might be willing to pay?


The company itself seems fantastic, great growth and a good balance sheet.

Net Sales: 684 million Euros Trailing 12 months. Market cap EUR 60b is 80x sales. 

Current Ratio: 1,4  Long Term Debt is a tenth of Net Current Assets.

Question: Who is losing revenue to Adyen? 

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