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Just Eat Takeaway.com (JTKWY)
OTHER OTC:JTKWY
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Just Eat Takeaway.com
(OTC:JTKWY)
69Neutral
Just Eat Takeaway.com (JTKWY) vs. S&P 500 (SPY)
Market Cap
$4.58B
Dividend YieldN/A
Average Volume (3M)1.06K
Price to Earnings (P/E)―
Beta (1Y)0.88
Revenue Growth-31.01%
EPS Growth6.85%
CountryUS
Employees20,000
SectorConsumer Cyclical
Sector Strength63
IndustrySpecialty Retail
Share Statistics
EPS (TTM)-1.75
Shares Outstanding1,044,838,700
10 Day Avg. Volume0
30 Day Avg. Volume1,062
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)0.53
Price to Cash Flow (P/CF)14.20
P/FCF Ratio22.00
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
Just Eat Takeaway.com Business Overview & Revenue Model
Company DescriptionJust Eat Takeaway.com (JTKWY) is a leading global online food delivery service, connecting consumers with local restaurants through its user-friendly platform. The company operates in multiple countries, offering a wide variety of cuisines to satisfy diverse customer preferences. Its core service includes facilitating the ordering and delivery of food from partner restaurants to customers' doorsteps, leveraging both its own delivery fleet and third-party logistics providers.
How the Company Makes MoneyJust Eat Takeaway.com makes money primarily through commissions charged to partner restaurants on each order processed through its platform. These commissions vary depending on the market and specific agreements with restaurants. The company also generates revenue from delivery fees paid by customers, which can either be a fixed fee or vary based on the distance and order size. Additionally, Just Eat Takeaway.com earns through advertising services offered to restaurants, allowing them to increase visibility on the platform. Significant partnerships with restaurants, marketing initiatives, and investments in technology infrastructure further bolster the company's revenue generation capabilities.
Just Eat Takeaway.com Financial Statement Overview
Summary
Just Eat Takeaway.com faces operational and financial challenges, reflected in declining revenues, negative profitability margins, and fluctuating cash flows. Despite a solid equity position, the company needs to address profitability and operational inefficiencies to improve overall financial health.Income Statement
The company has experienced a declining revenue trend with a significant decrease from previous years. Gross profit margin is moderate, but the net profit margin is negative, indicating operating challenges. EBIT and EBITDA margins are also negative, suggesting operational inefficiencies.45
Neutral
Balance Sheet
The debt-to-equity ratio is moderate, reflecting manageable leverage, but the company's equity ratio is strong, indicating a solid capital structure. However, the return on equity is negative due to consistent net losses.55
Neutral
Cash Flow
Operating cash flow is positive, but free cash flow has fluctuated, turning positive recently. The operating cash flow to net income ratio exceeds one, indicating decent cash generation relative to net losses. However, the free cash flow to net income ratio is challenging due to negative net income.50
Neutral
| Breakdown | |||||
| TTM | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
|---|---|---|---|---|---|
| Income Statement | Total Revenue | ||||
| 6.44B | 3.56B | 5.17B | 5.56B | 4.50B | 2.04B | Gross Profit |
| 1.21B | 1.74B | 1.18B | 2.39B | 1.56B | 1.14B | EBIT |
| -662.00M | -520.00M | -2.03B | -5.41B | -976.00M | -122.00M | EBITDA |
| -1.38B | 1.43B | -1.44B | -515.00M | -533.00M | 50.00M | Net Income Common Stockholders |
| -2.68B | -1.64B | -1.85B | -5.67B | -1.04B | -151.00M |
| Balance Sheet | Cash, Cash Equivalents and Short-Term Investments | ||||
| 1.72B | 1.15B | 1.73B | 2.02B | 1.32B | 488.00M | Total Assets |
| 10.73B | 8.13B | 10.17B | 12.39B | 17.78B | 10.36B | Total Debt |
| 2.55B | 1.56B | 2.36B | 2.38B | 2.62B | 570.00M | Net Debt |
| 827.00M | 410.00M | 705.00M | 360.00M | 1.30B | 82.00M | Total Liabilities |
| 4.89B | 3.69B | 4.13B | 4.49B | 4.73B | 1.85B | Stockholders Equity |
| 5.85B | 4.45B | 6.04B | 7.90B | 13.05B | 8.50B |
| Cash Flow | Free Cash Flow | ||||
| 223.50M | 120.00M | -27.00M | -367.00M | -574.00M | 134.00M | Operating Cash Flow |
| 345.00M | 281.00M | 125.00M | -166.00M | -423.00M | 177.00M | Investing Cash Flow |
| -179.50M | -180.00M | -136.00M | 1.21B | -106.00M | 15.00M | Financing Cash Flow |
| -652.00M | -544.00M | -278.00M | -365.00M | 1.31B | 292.00M |
Just Eat Takeaway.com Technical Analysis
Positive
4.37
Price Trends
4.03
Positive
3.41
Positive
3.05
Positive
Market Momentum
0.10
Positive
64.88
Neutral
40.53
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JTKWY, the sentiment is Positive. The current price of 4.37 is above the 20-day moving average (MA) of 4.28, above the 50-day MA of 4.03, and above the 200-day MA of 3.05, indicating a bullish trend. The MACD of 0.10 indicates Positive momentum. The RSI at 64.88 is Neutral, neither overbought nor oversold. The STOCH value of 40.53 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JTKWY.
Just Eat Takeaway.com Risk Analysis
Just Eat Takeaway.com disclosed 17 risk factors in its most recent earnings report. Just Eat Takeaway.com reported the most risks in the “Legal & Regulatory” category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Just Eat Takeaway.com Peers Comparison
Overall Rating
UnderperformOutperform
Sector (60)
Financial Indicators
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
75 Outperform | $15.22B | 40.92 | 101.78% | ― | 6.40% | 891.13% | |
73 Outperform | $31.61B | 17.05 | 34.29% | 1.62% | 2.79% | -23.30% | |
69 Neutral | $4.58B | ― | -9.72% | ― | -31.01% | 6.85% | |
65 Neutral | $497.20M | ― | -79.06% | ― | -6.95% | -0.73% | |
63 Neutral | $42.32B | 282.75 | 3.76% | ― | 24.14% | -88.77% | |
60 Neutral | $6.86B | 11.61 | 3.16% | 4.15% | 2.41% | -21.45% | |
40 Underperform | $305.67M | ― | -121.64% | ― | -17.68% | 46.68% |
* Consumer Cyclical Sector Average
Performance Comparison
JTKWY
Just Eat Takeaway.com
4.37
1.33
43.75%
EBAY
eBay
67.83
16.04
30.97%
CHWY
Chewy
36.80
21.03
133.35%
CHPT
ChargePoint Holdings
0.67
-0.66
-49.62%
CPNG
Coupang
23.44
0.34
1.47%
TDUP
thredUP
4.20
2.47
142.77%
Just Eat Takeaway.com Earnings Call Summary
Earnings Call Date: Feb 26, 2025 | % Change Since: 8.17% | Next Earnings Date: Jul 30, 2025
Earnings Call Sentiment Positive
The earnings call reflects a positive outlook due to the significant premium offer from Prosus and strong financial performance despite challenges such as GTV decline and competitive pressure in the UK market. The planned investments for growth and operational improvements bolster the positive sentiment.Highlights
Prosus Acquisition Offer
Just Eat Takeaway.com has reached an agreement with Prosus for a recommended €20.30 per share all-cash offer, representing a 63% premium to the closing share price on February 21, 2025. The offer values the company at approximately €4.1 billion.
Financial Performance
The company met its 2024 guidance with a constant currency GTV growth excluding North America of 2%, adjusted EBITDA of €460 million, and a free cash flow of €104 million. Excluding Grubhub, adjusted EBITDA was €313 million with a free cash flow of €101 million.
Expansion and Investment Plans
Just Eat Takeaway.com plans to invest an additional €150 million in Europe, and the UK and Ireland in 2025 to accelerate growth, focusing on expanded logistics coverage and enhanced consumer offerings.
Operational Improvements
The company's delivery efficiency has improved, leading to reduced delivery costs per order and the completion of a single global app rollout, enhancing user experience and product innovation.
Lowlights
GTV Decline
Group GTV amounted to €26.3 billion in 2024, down 2% compared to last year. The GTV decline indicates challenges in maintaining growth momentum.
Competitive Pressure in the UK
The UK market remains highly competitive, with significant vouchering activities affecting market share, necessitating increased investments to remain competitive.
Cash Position Decline
Cash and cash equivalents decreased to €1.3 billion at the end of 2024 from €1.7 billion at the end of 2023, primarily due to repayment of borrowings and share buyback programs.
Company Guidance
During the Just Eat Takeaway.com Fiscal Year 2024 Results Call, CEO Jitse Groen announced that the company reached an agreement with Prosus on a recommended public offer for all outstanding shares at €20.30 per share, representing a 63% premium to the closing share price on February 21, 2025. The offer values the company at approximately €4.1 billion. The call highlighted that Just Eat Takeaway.com met its 2024 guidance with a constant currency GTV growth of 2% excluding North America, an adjusted EBITDA of €460 million, and a free cash flow of €104 million. Excluding Grubhub, the adjusted EBITDA was €313 million, with free cash flow at €101 million. The company plans to invest an additional €150 million in Europe and the UK and Ireland in 2025 to accelerate growth. Guidance for 2025 includes a 4% to 8% GTV growth, an adjusted EBITDA of €360 to €380 million, and a free cash flow of approximately €100 million.Glossary
OutperformA stock rated as "Outperform" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests that the stock is likely to deliver higher returns compared to the average returns of other stocks in the same sector or market index. Investors might consider this stock a good buying opportunity.
NeutralA stock rated as "Neutral" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly attractive nor unattractive for investment. Investors may consider holding onto the stock, as it is not expected to either significantly outperform or underperform the market.
UnderperformA stock rated as "Underperform" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests that the stock may deliver lower returns compared to the average returns of other stocks in the same sector or market index. Investors might consider selling the stock or avoiding it as an investment.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.