Just Eat Takeaway.com (JTKWY)
OTHER OTC:JTKWY
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Just Eat Takeaway.com
(OTC:JTKWY)
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Rating:50Neutral
Price Target:
$4.00
▼(-4.53% Downside)
Action:ReiteratedDate:10/31/25
The overall stock score for Just Eat Takeaway.com is primarily impacted by its financial performance, which is challenged by declining revenues and negative profitability margins. Technical analysis indicates weak momentum, and valuation metrics are unattractive due to a negative P/E ratio and no dividend yield. These factors collectively result in a moderate overall score.
Positive Factors
Strong equity ratio / capital structure
A strong equity ratio provides a durable capital buffer that reduces insolvency risk and supports investment in operations or geographic expansion. Over the next 2–6 months this underpins financial flexibility, lowers refinancing pressure, and helps absorb cyclical shocks without eroding core platform operations.
Negative Factors
Declining revenue trend
Sustained revenue declines materially weaken network effects and gross volume needed to support marketplace economics. Reduced scale pressures take rates and partner relationships, constrains marketing leverage, and makes consistent margin recovery harder during the next several quarters without clear market share stabilization.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong equity ratio / capital structure
A strong equity ratio provides a durable capital buffer that reduces insolvency risk and supports investment in operations or geographic expansion. Over the next 2–6 months this underpins financial flexibility, lowers refinancing pressure, and helps absorb cyclical shocks without eroding core platform operations.
Read all positive factors
Just Eat Takeaway.com (JTKWY) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$4.66B
Dividend YieldN/A
Average Volume (3M)486.00
Price to Earnings (P/E)2.1
Beta (1Y)0.21
Revenue Growth-46.43%
EPS Growth59.14%
CountryUS
Employees20,000
SectorConsumer Cyclical
Sector Strength84
IndustrySpecialty Retail
Share Statistics
EPS (TTM)N/A
Shares Outstanding1,044,838,700
10 Day Avg. Volume420
30 Day Avg. Volume486
Financial Highlights & Ratios
PEG Ratio0.21
Price to Book (P/B)0.59
Price to Sales (P/S)0.74
P/FCF Ratio22.06
Enterprise Value/Market Cap0.92
Enterprise Value/Revenue1.57
Enterprise Value/Gross Profit2.68
Enterprise Value/Ebitda3.10
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)-0.02
Revenue Forecast (FY)$4.55B
Just Eat Takeaway.com Business Overview & Revenue Model
Company Description
Just Eat Takeaway.com N.V. operates an online food delivery marketplace. The company focuses on connecting consumers and restaurants through its platforms. It serves in Canada, the United States, Austria, Belgium, Denmark, Germany, Luxembourg, Nor...
How the Company Makes Money
Just Eat Takeaway.com generates revenue primarily through commission fees charged to restaurants for each order placed through its platform. These commissions typically range from 10% to 30% of the order value, depending on the specific agreement ...
Just Eat Takeaway.com Earnings Call Summary
Earnings Call Date:Feb 26, 2025
(Q4-2024)
| % Change Since: |
Next Earnings Date:Aug 05, 2026
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.Positive Updates
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.
Negative Updates
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.
Read all updates
Q4-2024 Updates
Positive
Negative
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.
Read all positive updates
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.Just Eat Takeaway.com Financial Statement Overview
Summary
Income Statement
45
Neutral
Balance Sheet
55
Neutral
Cash Flow
50
Neutral
| Breakdown | TTM | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 2.74B | 3.56B | 5.17B | 5.56B | 4.50B | 2.04B |
| Gross Profit | 1.60B | 1.74B | 2.37B | 607.00M | 287.00M | 532.00M |
| EBITDA | 1.39B | 1.43B | -1.44B | -437.00M | -533.00M | 54.00M |
| Net Income | -769.00M | -1.64B | -1.85B | -5.67B | -1.03B | -170.00M |
Balance Sheet | ||||||
| Total Assets | 7.03B | 8.13B | 10.17B | 12.92B | 18.30B | 10.45B |
| Cash, Cash Equivalents and Short-Term Investments | 1.29B | 1.15B | 1.73B | 2.02B | 1.32B | 529.00M |
| Total Debt | 1.55B | 1.56B | 2.36B | 2.38B | 2.62B | 570.00M |
| Total Liabilities | 2.82B | 3.69B | 4.13B | 5.22B | 5.46B | 2.04B |
| Stockholders Equity | 4.21B | 4.45B | 6.04B | 7.71B | 12.85B | 8.41B |
Cash Flow | ||||||
| Free Cash Flow | 197.00M | 120.00M | -27.00M | -367.00M | -574.00M | 135.00M |
| Operating Cash Flow | 345.00M | 281.00M | 125.00M | -166.00M | -423.00M | 178.00M |
| Investing Cash Flow | -148.00M | -180.00M | -136.00M | 1.21B | -106.00M | 15.00M |
| Financing Cash Flow | -234.00M | -544.00M | -278.00M | -365.00M | 1.31B | 292.00M |
Just Eat Takeaway.com Technical Analysis
Negative
4.19
Price Trends
4.32
Negative
4.36
Negative
4.51
Negative
Market Momentum
<0.01
Positive
47.64
Neutral
15.09
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JTKWY, the sentiment is Negative. The current price of 4.19 is below the 20-day moving average (MA) of 4.42, below the 50-day MA of 4.32, and below the 200-day MA of 4.51, indicating a bearish trend. The MACD of <0.01 indicates Positive momentum. The RSI at 47.64 is Neutral, neither overbought nor oversold. The STOCH value of 15.09 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative 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
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
70 Outperform | $46.27B | 48.10 | 15.34% | ― | 35.85% | 1336.48% | |
70 Outperform | $138.95B | 11.49 | 26.44% | ― | 12.53% | -6.43% | |
68 Neutral | $263.55B | 36.81 | 8.82% | 1.31% | 5.14% | 50.76% | |
67 Neutral | $81.09B | 51.14 | 33.73% | ― | 38.01% | 44.52% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
53 Neutral | $33.07B | 206.19 | 4.52% | ― | 16.63% | -62.54% | |
50 Neutral | $4.66B | 2.08 | -5.59% | ― | -46.43% | 59.14% |
* Consumer Cyclical Sector Average
JTKWY
Just Eat Takeaway.com
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Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
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.