Latest news with #AdyenN.V
Yahoo
30-06-2025
- Business
- Yahoo
Parnassus Growth Equity Fund Sold Its Stake in Adyen N.V. (ADYEY)
Parnassus Investments, an investment management company, released the 'Parnassus Growth Equity Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. In the first quarter, the Fund (Investor Shares) returned -8.59% (net of fees), outperforming the Russell 1000 Growth Index's -9.97% decline. In the first quarter, post-election optimism, driven by reduced regulation and a business-friendly environment, drifted away to concerns over fiscal and tariff uncertainties, which increased volatility and raised fears of a recession. In addition, please check the fund's top five holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, Parnassus Growth Equity Fund highlighted stocks such as Adyen N.V. (OTC:ADYEY). Based in Amsterdam, the Netherlands, Adyen N.V. (OTC:ADYEY) is a payments platform. The one-month return of Adyen N.V. (OTC:ADYEY) was -2.90%, and its shares gained 53.88% of their value over the last 52 weeks. On June 27, 2025, Adyen N.V. (OTC:ADYEY) stock closed at $18.38 per share, with a market capitalization of $58.18 billion. Parnassus Growth Equity Fund stated the following regarding Adyen N.V. (OTC:ADYEY) in its Q1 2025 investor letter: "We remain overweight in Financials despite selling two positions—MSCI and Adyen N.V. (OTC:ADYEY)—and deploying the proceeds to higher-conviction ideas. Adyen stock had risen since our 2023 purchase, but with no significant improvement in competition, we expect future upside to be limited. We sold the profitable position and redeployed capital to Brown & Brown for its defensive characteristics." A data analyst at their desk, using the company's back-end infrastructure to uncover insights. Adyen N.V. (OTC:ADYEY) is not on our list of 30 Most Popular Stocks Among Hedge Funds. While we acknowledge the potential of Adyen N.V. (OTC:ADYEY) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of ADYEY as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
21-03-2025
- Business
- Yahoo
Adyen's (AMS:ADYEN) five-year earnings growth trails the stellar shareholder returns
Adyen N.V. (AMS:ADYEN) shareholders might be concerned after seeing the share price drop 16% in the last month. But in stark contrast, the returns over the last half decade have impressed. We think most investors would be happy with the 101% return, over that period. Generally speaking the long term returns will give you a better idea of business quality than short periods can. The more important question is whether the stock is too cheap or too expensive today. After a strong gain in the past week, it's worth seeing if longer term returns have been driven by improving fundamentals. The end of cancer? These 15 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's. To quote Buffett, 'Ships will sail around the world but the Flat Earth Society will flourish. There will continue to be wide discrepancies between price and value in the marketplace...' One imperfect but simple way to consider how the market perception of a company has shifted is to compare the change in the earnings per share (EPS) with the share price movement. During five years of share price growth, Adyen achieved compound earnings per share (EPS) growth of 30% per year. The EPS growth is more impressive than the yearly share price gain of 15% over the same period. So it seems the market isn't so enthusiastic about the stock these days. Of course, with a P/E ratio of 52.97, the market remains optimistic. The image below shows how EPS has tracked over time (if you click on the image you can see greater detail). It's probably worth noting that the CEO is paid less than the median at similar sized companies. But while CEO remuneration is always worth checking, the really important question is whether the company can grow earnings going forward. This free interactive report on Adyen's earnings, revenue and cash flow is a great place to start, if you want to investigate the stock further. It's good to see that Adyen has rewarded shareholders with a total shareholder return of 3.4% in the last twelve months. However, the TSR over five years, coming in at 15% per year, is even more impressive. The pessimistic view would be that be that the stock has its best days behind it, but on the other hand the price might simply be moderating while the business itself continues to execute. It's always interesting to track share price performance over the longer term. But to understand Adyen better, we need to consider many other factors. Consider risks, for instance. Every company has them, and we've spotted 1 warning sign for Adyen you should know about. Of course, you might find a fantastic investment by looking elsewhere. So take a peek at this free list of companies we expect will grow earnings. Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on Dutch exchanges. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
Yahoo
21-03-2025
- Business
- Yahoo
Adyen's (AMS:ADYEN) five-year earnings growth trails the stellar shareholder returns
Adyen N.V. (AMS:ADYEN) shareholders might be concerned after seeing the share price drop 16% in the last month. But in stark contrast, the returns over the last half decade have impressed. We think most investors would be happy with the 101% return, over that period. Generally speaking the long term returns will give you a better idea of business quality than short periods can. The more important question is whether the stock is too cheap or too expensive today. After a strong gain in the past week, it's worth seeing if longer term returns have been driven by improving fundamentals. The end of cancer? These 15 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's. To quote Buffett, 'Ships will sail around the world but the Flat Earth Society will flourish. There will continue to be wide discrepancies between price and value in the marketplace...' One imperfect but simple way to consider how the market perception of a company has shifted is to compare the change in the earnings per share (EPS) with the share price movement. During five years of share price growth, Adyen achieved compound earnings per share (EPS) growth of 30% per year. The EPS growth is more impressive than the yearly share price gain of 15% over the same period. So it seems the market isn't so enthusiastic about the stock these days. Of course, with a P/E ratio of 52.97, the market remains optimistic. The image below shows how EPS has tracked over time (if you click on the image you can see greater detail). It's probably worth noting that the CEO is paid less than the median at similar sized companies. But while CEO remuneration is always worth checking, the really important question is whether the company can grow earnings going forward. This free interactive report on Adyen's earnings, revenue and cash flow is a great place to start, if you want to investigate the stock further. It's good to see that Adyen has rewarded shareholders with a total shareholder return of 3.4% in the last twelve months. However, the TSR over five years, coming in at 15% per year, is even more impressive. The pessimistic view would be that be that the stock has its best days behind it, but on the other hand the price might simply be moderating while the business itself continues to execute. It's always interesting to track share price performance over the longer term. But to understand Adyen better, we need to consider many other factors. Consider risks, for instance. Every company has them, and we've spotted 1 warning sign for Adyen you should know about. Of course, you might find a fantastic investment by looking elsewhere. So take a peek at this free list of companies we expect will grow earnings. Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on Dutch exchanges. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
