Huge Bull Flag - Q2 better than expected results
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Adyen is a payment provider comparable to SQUARE, but in Europe.
Recently it has won huge clients from Paypal (i.e. Ebay).
The Company is trading still under-valued compared to SQUARE.
- Revenue growth is double 70%+ vs. 44% of SQUARE
- Profitability is great 7%+ vs. -1.5%
Still up-side potential, but also in bottom of current range. So definitely a good buy-in moment just after the recent release of Q2 results where they have beaten expectations.
Recently it has won huge clients from Paypal (i.e. Ebay).
The Company is trading still under-valued compared to SQUARE.
- Revenue growth is double 70%+ vs. 44% of SQUARE
- Profitability is great 7%+ vs. -1.5%
Still up-side potential, but also in bottom of current range. So definitely a good buy-in moment just after the recent release of Q2 results where they have beaten expectations.
Nota
Potential strategy could be LONG ADYEN / SHORT SQUAREEV Sales = Adyen 8.45x / Square 6.65x
Sales growth = Adyen 50% / Square 44%
Profit margin = Adyen 8.36% / Square -1.35%
Earnings growth = Adyen 92% / Square N/A
Keen to hear thoughts
Nota
Two important announcements:22-August
Adyen ready to process payments for EBay
> PayPal (NASDAQ:PYPL) declines 1.4% after Adyen NV (ADYEN) said it's on track to handle most of EBay's volumes, though PayPal is still handling the majority of its old parent's volumes.
> Adyen will get huge new volume taking over more work from Paypal
28- August - announcement of deal with AliPay
Nota
28- August - announcement of deal with AliPayAdyen will manage payments for AliExpress, Taobao, Tmall en Alibaba.com (outside of China)
Penafian
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