Euronet Worldwide Inc Dossier
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SectorInformation Technology IndustrySoftware - Infrastructure Beta (adjusted)0.89 Intrinsic Value $125.18median of 6 methods · middle span $106-$215based on filings through 30 Jun 2026 Market Price $63.64Price as of 1 Oct 2026 Significantly undervaluedIntrinsic value is 97% above the market price −50% · IV below pricenear fair value ±15%IV above price · +50% marker beyond scale (+97%) Data confidence Sign in to view data confidence Market Cap $2.4B Enterprise Value $3.8B Shares Outstanding 37.4M diluted Moat Rating Wide Next Earnings Date29 Oct 2026 All prices and values are periodic snapshots, not live quotes. Source dates are shown for reference. ThesisStreet consensus, scenarios, merits, risks, and invalidation triggers Thesis Summary Euronet Worldwide (EEFT) presents a compelling risk-reward profile, trading at a significant discount to its historical multiples and intrinsic value. The company's Electronic Funds Transfer (EFT) segment continues to deliver robust double-digit growth, driven by the expansion of its REN payments infrastructure platform and merchant acquiring networks. While the Money Transfer segment faces near-term macroeconomic and geopolitical headwinds, its digital transaction channels are growing rapidly (+35% YoY). With management reaffirming full-year 2026 adjusted EPS growth of 10% to 15% and executing aggressive share repurchases ($100 million in Q1 2026), the stock is highly attractive for value and growth-oriented investors. This section is the 12-month view: analyst targets and the probability-weighted scenarios built from them. The intrinsic value at the top of this page answers a different question: what the business is worth today. Street view · analyst 12-month targets Low · most bearish analyst$75.00 Mean target$87.50 High · most bullish analyst$94.00 Our research · scenarios, merits, risks, and invalidation triggersResearch as of 18 Sep 2026 Scenarios · 12-month scenario targets Bear CaseDownside scenario $75.0015% Persistent U.S. immigration policy headwinds and geopolitical volatility severely depress cross-border remittance volumes. Refinancing costs rise beyond the projected 200 bps premium, compressing net margins, while legacy ATM transaction volumes decline faster than digital payment infrastructure can scale. Base CaseCentral scenario $87.5060% Matches the consensus meanEuronet successfully executes its 10% to 15% adjusted EPS growth target for FY 2026. The EFT segment maintains double-digit momentum, offsetting flat-to-slightly-negative legacy retail money transfer volumes. Refinancing of the Eurobond occurs at expected rates, and share repurchases continue to support EPS compounding. Bull CaseUpside scenario $102.0025% Accelerated adoption of the REN payments platform by major financial institutions and rapid expansion of the Dandelion cross-border network drive high-margin software and infrastructure revenues. Refinancing headwinds are easily absorbed by strong cash generation, and the Money Transfer segment rebounds as digital remittance growth outpaces legacy retail declines. Scenarios are anchored to street consensus at the research date, with our probabilities and rationale. Key Investment Merits
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All scenarios are estimates and subject to change. Past performance is not indicative of future results. Quality Pillars MembersThis section is available to registered members. Create a free account or sign in to unlock the full breakdown. Explore this dossierValuationIntrinsic value, the six-method breakdown, peer medians, and your assumptions sandbox.Financial SnapshotRevenue, profitability, returns, balance sheet, dividends, and the filing-level detail.Qualitative AnalysisBusiness overview, strategic initiatives, and mergers, acquisitions & partnerships.Outlook & Key DatesForward estimates, reporting calendar, and the monitoring framework. |