Prosus (NL:PRX)
:PRX
Top Page
Prosus
(PRX)
Select Model
Select Model
Rating:69Neutral
Price Target:
€47.00
▲(12.28% Upside)
Action:DowngradedDate:03/19/26
Overall score is driven primarily by strong financial performance and an attractive valuation (low P/E with a positive dividend yield). These positives are tempered by weaker technicals, with the stock trading below major moving averages and slightly negative MACD indicating a softer trend.
Positive Factors
Revenue Growth
Prosus's documented revenue growth (Fundamentals.RevenueGrowth ~13.9%) and multi-segment exposure (marketplaces, food delivery, fintech, edtech) point to expanding underlying demand and diversified top-line drivers. This diversification supports durable revenue expansion and reduces dependence on any single market over a 2-6 month horizon.
Negative Factors
Volatile EBIT Margins
Prosus reports fluctuating EBIT margins despite strong gross margins, indicating operating efficiency swings across its consolidated businesses. Margin volatility, particularly in low-margin, scale-sensitive segments like food delivery and fintech, can undermine predictable earnings and complicate medium-term profit planning and guidance.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Growth
Prosus's documented revenue growth (Fundamentals.RevenueGrowth ~13.9%) and multi-segment exposure (marketplaces, food delivery, fintech, edtech) point to expanding underlying demand and diversified top-line drivers. This diversification supports durable revenue expansion and reduces dependence on any single market over a 2-6 month horizon.
Read all positive factors
Prosus (PRX) vs. iShares MSCI Netherlands ETF (EWN)
Market Cap
€91.42B
Dividend Yield0.38%
Average Volume (3M)2.40M
Price to Earnings (P/E)6.9
Beta (1Y)1.56
Revenue Growth13.91%
EPS Growth80.97%
CountryNL
Employees21,048
SectorConsumer Cyclical
Sector Strength84
IndustryInternet Content & Information
Share Statistics
EPS (TTM)1.51
Shares Outstanding2,378,947,800
10 Day Avg. Volume1,968,335
30 Day Avg. Volume2,396,599
Financial Highlights & Ratios
PEG Ratio0.05
Price to Book (P/B)2.17
Price to Sales (P/S)17.95
P/FCF Ratio61.05
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
€68.77Price Target Upside64.29% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering5
EPS Forecast (FY)4.52
Revenue Forecast (FY)€12.09B
Prosus Business Overview & Revenue Model
Company Description
Prosus N.V. engages in the e-commerce and internet businesses. The company operates internet platforms, such as classifieds, payments and fintech, food delivery, travel, education technology, etail, health, ventures, social, and other internet pla...
How the Company Makes Money
Prosus makes money primarily through (1) revenue generated by its consolidated operating businesses and (2) gains and income related to its investment portfolio.
1) Consolidated operating businesses (operating revenue)
- Online marketplaces (e.g....
Prosus Earnings Call Summary
Earnings Call Date:Jun 23, 2025
(Q4-2025)
| % Change Since: |
Next Earnings Date:Jun 29, 2026
Earnings Call Sentiment Positive
The earnings call reflects an overall positive sentiment with strong financial performance, strategic growth initiatives, and effective cost management. While there are challenges related to competition and regulatory hurdles, the company's focus on innovation and cultural transformation positions it well for future success.Positive Updates
Exceeded Revenue Target
Prosus reported revenue of $443 million, surpassing the initial target of $400 million.
Negative Updates
European Regulatory Hurdles
The company faces potential challenges with European Union regulatory reviews concerning the Just Eat acquisition.
Read all updates
Q4-2025 Updates
Positive
Negative
Exceeded Revenue Target
Prosus reported revenue of $443 million, surpassing the initial target of $400 million.
Read all positive updates
Company Guidance
In the recent results call for Prosus, CEO Fabricio Bloisi highlighted several key metrics and strategic initiatives driving the company's positive performance. Notably, Prosus exceeded its financial target by delivering $443 million, surpassing the promised $400 million. The company also achieved a significant 100% increase in dividends, indicating strong financial health and confidence in future growth. Prosus experienced a 21% growth rate, twice as fast as most peers, which translated into excellent operating leverage across its businesses. Specific examples include the iFood business, which achieved an adjusted EBIT margin of 28% following a 50% revenue growth, and the OLX online classifieds business, which saw an 18% increase in top-line growth and a 61% rise in profits over the period. Through strategic operational efficiencies, such as reducing corporate costs by 1%, Prosus is poised for continued growth and profitability, with a focus on becoming the leading lifestyle e-commerce brand in Latin America, Europe, and India. Looking ahead, Prosus plans to further its success by leveraging AI-driven efficiencies and expanding its ecosystem across its core markets.Prosus Financial Statement Overview
Summary
Income Statement
75
Positive
Balance Sheet
80
Positive
Cash Flow
70
Positive
| Breakdown | TTM | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 6.93B | 6.17B | 5.47B | 5.76B | 6.87B | 5.12B |
| Gross Profit | 2.93B | 2.62B | 2.22B | 1.66B | 2.06B | 1.66B |
| EBITDA | 8.10B | 13.37B | 7.75B | 10.48B | 19.16B | -831.00M |
| Net Income | 13.61B | 12.37B | 6.61B | 10.11B | 18.73B | 7.45B |
Balance Sheet | ||||||
| Total Assets | 79.60B | 72.59B | 61.82B | 65.08B | 71.34B | 55.73B |
| Cash, Cash Equivalents and Short-Term Investments | 22.20B | 18.90B | 18.99B | 20.87B | 13.57B | 6.03B |
| Total Debt | 17.82B | 16.45B | 16.33B | 16.27B | 16.08B | 8.20B |
| Total Liabilities | 24.17B | 21.46B | 20.53B | 20.45B | 20.82B | 12.54B |
| Stockholders Equity | 55.34B | 51.05B | 41.26B | 44.59B | 50.42B | 43.07B |
Cash Flow | ||||||
| Free Cash Flow | 1.92B | 1.81B | 978.00M | -383.00M | -847.00M | 54.00M |
| Operating Cash Flow | 2.01B | 1.92B | 1.04B | -120.00M | -605.00M | 159.00M |
| Investing Cash Flow | 16.38B | 11.88B | 209.00M | 12.64B | 4.39B | -3.22B |
| Financing Cash Flow | -9.61B | -8.74B | -8.12B | -12.45B | 2.40B | 2.45B |
Prosus Technical Analysis
Neutral
41.86
Price Trends
43.26
Negative
48.34
Negative
51.46
Negative
Market Momentum
-0.86
Negative
48.48
Neutral
72.66
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For NL:PRX, the sentiment is Neutral. The current price of 41.86 is above the 20-day moving average (MA) of 41.58, below the 50-day MA of 43.26, and below the 200-day MA of 51.46, indicating a bearish trend. The MACD of -0.86 indicates Negative momentum. The RSI at 48.48 is Neutral, neither overbought nor oversold. The STOCH value of 72.66 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for NL:PRX.
Prosus Peers Comparison
UnderperformOutperform
Sector (61)
NL:PRX
Prosus
41.56
5.76
16.08%
NL:UMG
Universal Music Group
19.43
-3.33
-14.63%
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.