WORLDLINE WLN.FP

February 16, 2024 - 1:48am EST by

member

						2024	2025
Price:		12.01		EPS		1.87	0
Shares Out. (in M):		295		P/E		6.4	0
Market Cap (in $M):		3,809		P/FCF		7.6	0
Net Debt (in $M):		1,976		EBIT		869	0
TEV (in $M):		6,303		TEV/EBIT		7.2	0

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#	AUTHOR DATE SUBJECT
4	member 8/05/24 4:08PM Re: cheap 3
The lack of candor regarding potential share loss is a bit frustrating (look at V/MA European volumes and tell me why I shouldn't be at least a bit concerned with the LSD MSV growth at... login to read the rest 1 view available tags
3	member 8/02/24 5:59PM cheap
good writeup. pretty stunning to see this at 4x P/E, even if it's effectively CCP SOE level management. I think that even paying a small 25% payout dividend would be quite beneficial here at this... login to read the rest 2 view available tags
2	member 7/19/24 10:27AM Re: Worldline / Nexi competitive advantage 1
The underlying business quality for Nexi and WLN is quite similar (for better and - if you look at the respective stock price charts - for worse). I think bank channel has provided a bit of... login to read the rest view available tags
1	member 7/18/24 5:24PM Worldline / Nexi competitive advantage
Any thoughts on the business quality / advantage of Worldline, compared with Nexi? Our understanding is that Nexi has a really strong position in Italy because of its relationship with banks. Does that concept apply to Worldline view available tags

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