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    Edenred (ENXTPA:EDEN) Valuation Check as Daimler Truck Charging Partnership Expands Its eMobility Ambitions

    Simply Wall St·12/23/2025 12:17:00
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    Edenred (ENXTPA:EDEN) is quietly tightening its grip on Europe’s electric trucking transition, teaming up with Daimler Truck to power the new TruckCharge Network and expand access via its UTA Edenred and Spirii platforms.

    See our latest analysis for Edenred.

    Against that backdrop, Edenred’s 30 day share price return of 1.95% offers only a modest pause in what has been a much tougher spell. The year to date share price return is down 39.71 percent and the five year total shareholder return has fallen 55.23 percent, which suggests sentiment is still rebuilding despite solid underlying growth initiatives like e mobility.

    If the Daimler Truck tie up has you rethinking the broader mobility opportunity set, this could be a good moment to explore auto manufacturers for other potential beneficiaries of the transition.

    With earnings still growing, a deepening role in e mobility, and the shares trading at a steep discount to analyst targets, is Edenred a mispriced recovery story, or is the market already baking in its next chapter of growth?

    Most Popular Narrative: 42.3% Undervalued

    With Edenred last closing at €18.79 against a narrative fair value of €32.55, the valuation gap hinges on steady growth and richer future margins.

    The broad global shift away from cash toward digital payments and voucher systems expands Edenred's addressable market; their investment in mobile first and platform based solutions (including integration with third party apps like Metro Taipei) enhances product stickiness and cross selling, leading to increased recurring revenues and higher operating margins.

    Read the complete narrative.

    Curious how this growth story justifies such a large gap to fair value? The narrative leans on rising margins, accelerating platform scale, and a punchy future earnings multiple. Want to see exactly how those moving parts add up?

    Result: Fair Value of €32.55 (UNDERVALUED)

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

    However, looming French taxation reforms and intensifying fintech competition could compress margins and blunt Edenred’s ability to fully realize that upside narrative.

    Find out about the key risks to this Edenred narrative.

    Build Your Own Edenred Narrative

    If you see the story differently or would rather dig into the numbers yourself, you can craft a personalized view in minutes with Do it your way.

    A great starting point for your Edenred research is our analysis highlighting 4 key rewards and 4 important warning signs that could impact your investment decision.

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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.