Euronet Worldwide (EEFT): Is the Recent Rebound Enough to Unlock a 31% Undervaluation?

Euronet Worldwide (EEFT) has quietly become more interesting after a choppy stretch for the stock, mixing modest revenue and earnings growth with a sharp share pullback over the past year and over the past 3 months.

See our latest analysis for Euronet Worldwide.

At a share price of $76.92, Euronet Worldwide has seen a sharp reset, with a 30 day share price return of 10.45% but a 1 year total shareholder return of 25.8% in the red, suggesting momentum is only just starting to repair sentiment after a weak stretch.

If you are weighing up whether this rebound is worth chasing, it can help to compare it with what is happening in other financial names and discover fast growing stocks with high insider ownership

With earnings still growing and the share price lagging both its history and analyst targets, is Euronet now a quietly overlooked value play, or is the market already bracing for slower growth ahead?

Most Popular Narrative: 31.7% Undervalued

Against a last close of $76.92, the most followed narrative argues that Euronet Worldwide’s fundamentals justify a fair value closer to $112.57, implying substantial upside if its roadmap plays out.

The acquisition of CoreCard, a scalable and proven credit card processing platform, alongside Euronet's Ren platform, positions the company to rapidly expand digital payments processing and credit issuing capabilities, particularly in large and high-growth regions like Europe and Asia; this is expected to drive substantial increases in revenue and improve operating margins due to the higher profitability of software-based, digital payment solutions.

Read the complete narrative.

Curious how this shift to higher margin software, rising transaction volumes, and a specific future earnings multiple all combine into that punchy upside case? The full narrative unpacks the precise growth path, the assumed margin lift, and the valuation bridge that turn today’s share price into a potential re rating story.

Result: Fair Value of $112.57 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, the bullish case could unravel if cash based ATM revenues erode faster than expected, or if regulatory changes squeeze money transfer margins.

Find out about the key risks to this Euronet Worldwide narrative.

Build Your Own Euronet Worldwide Narrative

If you look at the numbers differently, or want to dig into the assumptions yourself, you can build a fresh narrative in just a few minutes: Do it your way

A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding Euronet Worldwide.

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This 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.

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