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Prosus (NL:PRX)
:PRX
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Prosus (PRX) AI Stock Analysis

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NL:PRX

Prosus

(PRX)

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Outperform 77 (OpenAI - 4o)
Rating:77Outperform
Price Target:
€67.00
▲(13.66% Upside)
Prosus demonstrates strong financial performance and strategic growth, supported by positive earnings call insights. Technical indicators suggest stable momentum, while valuation metrics indicate reasonable pricing. Challenges include operational efficiency and regulatory hurdles.
Positive Factors
Revenue Growth
Prosus's strong revenue growth, outperforming peers, indicates robust market demand and effective business strategies, supporting long-term expansion.
Cash Position and M&A Potential
A strong cash position enhances Prosus's ability to pursue strategic acquisitions, fostering growth and competitive advantage in the tech sector.
Focus on AI and Innovation
Investing in AI and innovation positions Prosus to leverage cutting-edge technology, improving operational efficiencies and customer engagement long-term.
Negative Factors
European Regulatory Hurdles
Regulatory hurdles in Europe could delay strategic initiatives and increase compliance costs, impacting Prosus's operational agility and growth plans.
Competition in Brazilian Market
Rising competition in Brazil, a key market, could pressure margins and market share for Prosus's iFood, affecting profitability and growth prospects.
Cultural Change Challenges
Cultural transformation challenges may hinder operational efficiency and employee engagement, potentially impacting long-term strategic execution.

Prosus (PRX) vs. iShares MSCI Netherlands ETF (EWN)

Prosus Business Overview & Revenue Model

Company DescriptionProsus (PRX) is a global consumer internet group and one of the largest technology investors in the world. Headquartered in Amsterdam, Prosus operates across various sectors including online classifieds, food delivery, fintech, and edtech. The company primarily focuses on building and investing in leading technology platforms, leveraging its expertise to enhance user experiences and drive growth. With significant holdings in companies such as Tencent, as well as its own ventures like OLX, Delivery Hero, and PayU, Prosus aims to capitalize on the fast-growing digital ecosystem.
How the Company Makes MoneyProsus generates revenue through multiple streams, primarily from its stakes in technology companies, with Tencent being its most notable investment. The company earns significant dividends and capital gains from this holding. In addition, Prosus directly generates income from its own platforms, such as OLX, which earns through listing fees and advertising services, and Delivery Hero, which generates revenue through food delivery services. Furthermore, Prosus's fintech arm, PayU, contributes to earnings through payment processing fees and financial services. Strategic partnerships, such as those with local players in various markets, also enhance its revenue potential by expanding user reach and service offerings.

Prosus Earnings Call Summary

Earnings Call Date:Jun 23, 2025
(Q4-2025)
|
% Change Since: |
Next Earnings Date:Nov 24, 2025
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.
Q4-2025 Updates
Positive Updates
Exceeded Revenue Target
Prosus reported revenue of $443 million, surpassing the initial target of $400 million.
Significant Dividend Increase
The company announced a 100% increase in dividends, signaling strong financial health.
Strong Growth in iFood
The iFood business achieved an adjusted EBIT margin of 28%, following a 50% revenue growth.
OLX Profit Surge
OLX's profits grew by 61% on the back of an 18% increase in top-line revenue.
Cash Position and M&A Firepower
The company maintains a significant cash reserve of $11 billion post-commitments, indicating strong M&A potential.
Positive Free Cash Flow
Prosus reported positive free cash flow, highlighting improvements in cash generation and operational efficiency.
Focus on AI and Innovation
Strategic emphasis on AI and innovation to drive future growth, with plans for proprietary technology and improved customer insights.
Negative Updates
European Regulatory Hurdles
The company faces potential challenges with European Union regulatory reviews concerning the Just Eat acquisition.
Competition and Market Challenges
Concerns over increased competition in the Brazilian market, particularly from Meituan, potentially impacting iFood's margins.
Cultural Change Challenges
The ongoing cultural transformation is acknowledged as a complex and lengthy process, yet crucial for operational success.
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
Prosus shows robust revenue growth and a strong balance sheet, with impressive net profit margins and effective equity management. However, fluctuating EBIT margins and cash flow variability suggest potential operational and cash management challenges.
Income Statement
75
Positive
Prosus shows a robust revenue growth trajectory over the years with a significant revenue increase from previous periods. Gross Profit Margin is strong, indicating efficient cost management, though fluctuating EBIT margins highlight potential volatility in operational efficiency. The Net Profit Margin is impressive, reflecting a strong bottom line despite occasionally negative EBIT, largely due to non-operational income sources.
Balance Sheet
80
Positive
The company's balance sheet is healthy, with a strong equity base and a manageable Debt-to-Equity ratio, indicating prudent financial leverage. The Equity Ratio is favorable, reflecting a solid asset-backed financial position. However, fluctuations in net debt suggest varying cash management strategies which could pose risks if not stabilized.
Cash Flow
70
Positive
Prosus demonstrates strong Free Cash Flow growth in the latest period, enhancing its cash position. Operating Cash Flow to Net Income is positive, indicating good cash conversion, although historical variability in cash flows suggests potential volatility. Free Cash Flow to Net Income is improving, supporting sustainable financial performance.
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue5.87B6.17B5.47B5.76B6.87B5.12B
Gross Profit2.47B2.62B2.22B1.66B2.06B1.66B
EBITDA189.00M13.37B7.75B10.48B8.82B-831.00M
Net Income7.81B12.37B6.61B10.11B18.73B7.45B
Balance Sheet
Total Assets69.11B72.59B61.82B65.08B71.34B55.73B
Cash, Cash Equivalents and Short-Term Investments18.29B18.90B18.99B20.87B13.57B6.03B
Total Debt16.56B16.45B16.24B16.27B16.08B8.20B
Total Liabilities21.16B21.46B20.53B20.45B20.82B12.54B
Stockholders Equity47.90B51.05B41.26B44.59B50.42B43.07B
Cash Flow
Free Cash Flow1.35B1.81B978.00M-383.00M-847.00M54.00M
Operating Cash Flow1.42B1.92B1.04B-120.00M-605.00M159.00M
Investing Cash Flow12.88B11.88B209.00M12.64B4.39B-3.22B
Financing Cash Flow-6.89B-8.74B-8.12B-12.45B2.40B2.45B

Prosus Technical Analysis

Technical Analysis Sentiment
Positive
Last Price58.95
Price Trends
50DMA
57.82
Positive
100DMA
53.88
Positive
200DMA
48.28
Positive
Market Momentum
MACD
0.49
Positive
RSI
48.18
Neutral
STOCH
31.46
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For NL:PRX, the sentiment is Positive. The current price of 58.95 is below the 20-day moving average (MA) of 59.43, above the 50-day MA of 57.82, and above the 200-day MA of 48.28, indicating a neutral trend. The MACD of 0.49 indicates Positive momentum. The RSI at 48.18 is Neutral, neither overbought nor oversold. The STOCH value of 31.46 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NL:PRX.

Prosus Peers Comparison

Overall Rating
UnderperformOutperform
Sector (60)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
77
Outperform
$130.70B12.4827.07%0.34%14.03%102.46%
71
Outperform
$41.23B15.8060.27%2.31%6.12%67.59%
60
Neutral
$48.67B4.58-11.27%4.14%2.83%-41.78%
* Communication Services Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
NL:PRX
Prosus
58.95
20.75
54.30%
NL:UMG
Universal Music Group
22.48
-0.46
-2.01%

Prosus Corporate Events

Dividends
Prosus Finalizes Shareholder Distributions with Tax Implications
Neutral
Oct 21, 2025

Prosus N.V. announced the finalization of distributions to its shareholders, which includes capital repayments and dividends for different classes of shares. Shareholders of ordinary shares N can choose between a capital repayment or a dividend, while shares A1 and B will receive dividends. The distributions are subject to Dutch and South African tax implications, with specific tax rates and exemptions applicable depending on the shareholder’s residency and the tax treaties in place. This announcement is significant for stakeholders as it outlines the financial returns and tax considerations affecting their investments in Prosus.

Delistings and Listing ChangesM&A Transactions
Prosus Acquires Majority Stake in Just Eat Takeaway.com, Plans Delisting
Positive
Oct 17, 2025

Prosus has successfully acquired 98.19% of Just Eat Takeaway.com (JET) shares, with plans to initiate a statutory squeeze-out to obtain full ownership. As a result, JET will delist from Euronext Amsterdam on 17 November 2025. This acquisition strengthens Prosus’ position in the global food delivery market, potentially enhancing its operational capabilities and market reach. The move is expected to have significant implications for stakeholders, including changes in market dynamics and increased competition.

Business Operations and StrategyStock Buyback
Prosus Updates Share Repurchase Programme
Positive
Oct 14, 2025

Prosus announced an update to its ongoing repurchase programme for its ordinary shares and those of Naspers, covering the period from October 6 to October 10, 2025. During this period, Prosus repurchased over 1.2 million shares at an average price of €61.1669 per share, totaling approximately €77.3 million. This repurchase initiative is part of Prosus’s strategy to manage its capital structure and enhance shareholder value, reflecting the company’s commitment to its stakeholders and its confidence in its long-term growth prospects.

Business Operations and StrategyStock Buyback
Prosus Updates Share Repurchase Program
Neutral
Oct 7, 2025

Prosus has announced an update to its ongoing share repurchase program, which involves buying back ordinary shares in both Prosus and Naspers from free-float shareholders. Between September 29 and October 3, 2025, the company repurchased 1,479,279 Prosus shares at an average price of €60.54 per share, totaling approximately €89.55 million. This move is part of Prosus’s strategy to manage its capital structure and potentially enhance shareholder value.

Business Operations and StrategyDelistings and Listing ChangesM&A Transactions
Prosus Completes Acquisition of Just Eat Takeaway.com
Positive
Oct 2, 2025

Prosus N.V. has declared its offer for Just Eat Takeaway.com (JET) unconditional, with 90.13% of JET’s shares tendered, allowing the transaction to proceed to settlement on October 6, 2025. This acquisition is set to transform JET into a European tech leader in food delivery, with Prosus planning to focus on product innovation and customer experience. The deal also includes a post-closing acceptance period for remaining shareholders and a tender offer for JET’s convertible bonds, supported by a convertible loan agreement between Prosus and JET. The acquisition will lead to changes in JET’s supervisory board upon delisting, and Prosus intends to implement an asset sale and liquidation strategy.

Business Operations and StrategyStock Buyback
Prosus Updates Share Repurchase Programme
Neutral
Sep 30, 2025

Prosus N.V. has announced an update to its ongoing repurchase programme, which involves buying back ordinary shares of both Prosus and Naspers from free-float shareholders. Between September 22 and September 26, 2025, the company repurchased 1,576,035 Prosus shares at an average price of €57.5467 per share, amounting to a total of €90,695,541.97. This move is part of Prosus’s strategy to manage its capital structure effectively, potentially impacting its market positioning and shareholder value.

Business Operations and StrategyM&A Transactions
Prosus’s OLX Group Acquires French Autos Platform La Centrale for EUR1.1 Billion
Positive
Sep 26, 2025

Prosus’s OLX Group has announced its acquisition of La Centrale, a leading French motors classifieds platform, for EUR1.1 billion. This strategic move is set to enhance OLX’s presence in the European market, particularly in the autos sector, by leveraging La Centrale’s established brand and expertise. The acquisition aligns with Prosus’s ambition to build a dominant European ecommerce ecosystem, utilizing advanced AI technologies to drive growth and innovation. The deal is expected to close by the end of the year, subject to customary consultations, and is anticipated to provide significant opportunities for expansion and value creation for stakeholders.

Business Operations and StrategyStock Buyback
Prosus Updates Share Repurchase Program, Buys Back Over 2 Million Shares
Positive
Sep 23, 2025

Prosus N.V. announced an update to its ongoing repurchase program, where it bought back 2,067,689 of its own shares at an average price of €55.8872 per share, totaling approximately €115.6 million. This strategic move is part of a broader effort to manage its capital structure and potentially enhance shareholder value, reflecting Prosus’s proactive approach in maintaining its market position and financial health.

Business Operations and StrategyStock Buyback
Prosus Updates Share Repurchase Program, Strengthening Market Position
Positive
Sep 16, 2025

Prosus N.V. announced an update to its ongoing repurchase program for its ordinary shares and those of Naspers, covering the period from September 8 to September 12, 2025. During this period, Prosus repurchased 1,217,622 shares at an average price of €53.8751 per share, totaling approximately €65.6 million. This move is part of a broader strategy to manage its capital structure and enhance shareholder value, reflecting Prosus’s commitment to maintaining a robust financial position and potentially impacting its market perception positively.

Business Operations and StrategyStock Buyback
Prosus Updates Share Repurchase Program
Positive
Sep 9, 2025

Prosus announced an update to its open-ended repurchase program, where it repurchased 1,183,810 of its shares at an average price of €52.0852 per share, totaling €61,658,930.20. This move is part of its ongoing strategy to manage its capital structure and enhance shareholder value, reflecting Prosus’s commitment to optimizing its financial operations and maintaining a strong market position.

Business Operations and StrategyStock Buyback
Prosus Updates Share Repurchase Program with €71 Million Buyback
Positive
Sep 3, 2025

Prosus announced an update to its ongoing share repurchase program, which involves buying back ordinary shares of Prosus and Naspers from free-float shareholders. Between August 25 and August 29, 2025, Prosus repurchased over 1.34 million shares at an average price of €53.0862, totaling approximately €71.23 million. This move is part of Prosus’s broader strategy to manage its capital structure and return value to shareholders, potentially impacting its market positioning and stakeholder interests.

Business Operations and StrategyStock Buyback
Prosus Updates Share Repurchase Program with Significant Buyback
Positive
Aug 26, 2025

Prosus has announced an update to its ongoing share repurchase program, which includes the buyback of 1,305,123 Prosus shares at an average price of €52.9059 per share, totaling €69,048,746.84. This initiative is part of a broader strategy to manage its capital structure and return value to shareholders, potentially impacting the company’s market positioning by reducing the number of shares in circulation and increasing shareholder value.

Business Operations and StrategyStock BuybackFinancial DisclosuresShareholder Meetings
Prosus N.V. Focuses on AI and Sustainability Amidst Strong Financial Growth
Positive
Aug 21, 2025

Prosus N.V. recently held its annual general meeting where all proposed resolutions were passed by a majority of shareholders. The company is focusing on reshaping its strategy to enhance performance in regions with high growth potential, such as Latin America, India, and Europe. Prosus is committed to innovation and sustainability, with significant investments in AI and digital services aimed at addressing global challenges. The company reported a 13% revenue growth to $6.2 billion, driven by strong performances in Classifieds and Food Delivery, and continued its share-repurchase program to increase shareholder value.

Business Operations and StrategyShareholder Meetings
Prosus N.V. Reinforces Commitment to Innovation at Annual General Meeting
Positive
Aug 20, 2025

Prosus N.V. recently held its annual general meeting, where CEO Fabricio Bloisi thanked investors for their participation. The company continues to focus on its strategic investments and technological advancements, aiming to strengthen its position in the global technology market. This meeting underscores Prosus’s commitment to innovation and its role in shaping the future of technology, which is likely to have significant implications for its stakeholders.

Business Operations and StrategyShareholder Meetings
Prosus N.V. to Host Annual General Meeting with Key Updates
Neutral
Aug 20, 2025

Prosus N.V. is set to host its annual general meeting (AGM) on August 20, 2025, where CEO Fabricio Bloisi will present the latest developments within the Prosus Group. This meeting underscores Prosus’ commitment to transparency and improved disclosure, with the presentation being made available online shortly after the meeting. The AGM is anticipated to provide insights into Prosus’ strategic direction, potentially impacting its operations and market positioning. Stakeholders can expect updates on the company’s growth initiatives and technological advancements.

Executive/Board Changes
Prosus Announces Retirement of Key Board Member Cobus Stofberg
Neutral
Aug 19, 2025

Prosus announced the retirement of Mr. Cobus Stofberg, an independent non-executive director, effective August 19, 2025. Stofberg, a key figure in the company’s history, was instrumental in the international expansion of the Naspers/Prosus group and served in various leadership roles from 1985 to 2011. His departure marks the end of an era for the company, as he was highly valued for his insights and contributions. The board expressed gratitude for his significant impact on the group’s development.

Business Operations and StrategyStock Buyback
Prosus Updates Share Repurchase Program with Significant Buyback
Positive
Aug 19, 2025

Prosus has announced an update to its ongoing share repurchase program, which involves buying back ordinary shares of both Prosus and Naspers from free-float shareholders. Between August 11 and August 15, 2025, Prosus repurchased over 2.28 million shares at an average price of €52.38, totaling approximately €119.7 million. This move is part of Prosus’s strategy to manage its capital structure and potentially enhance shareholder value.

Business Operations and StrategyExecutive/Board Changes
Prosus Announces Changes to Directors’ Interests with New Share Award Plan
Neutral
Aug 13, 2025

Prosus N.V. announced changes to its directors’ interests, with Nico Marais accepting an offer of performance share units under the Prosus N.V. Share Award Plan. The offer, made on July 1, 2025, and accepted on August 12, 2025, involves 18,775 performance stock units, which are subject to performance conditions and are expected to vest around June 30, 2029. This move reflects Prosus’s ongoing efforts to align its leadership’s interests with company performance, potentially impacting its market positioning and stakeholder relations.

Business Operations and StrategyStock Buyback
Prosus Updates Share Repurchase Program, Buys Back 1.9 Million Shares
Positive
Aug 12, 2025

Prosus has announced an update to its ongoing repurchase program, which involves buying back ordinary shares in both Prosus and Naspers from free-float shareholders. Between August 4 and August 8, 2025, Prosus repurchased 1,914,429 shares at an average price of €50.3179 per share, totaling €96.33 million. This move is part of Prosus’s strategy to manage its capital structure and potentially enhance shareholder value.

Business Operations and StrategyM&A TransactionsRegulatory Filings and Compliance
Prosus Secures Regulatory Approval for Just Eat Takeaway Acquisition
Positive
Aug 11, 2025

Prosus and Just Eat Takeaway.com (JET) have received all necessary regulatory clearances, including competition approval from the European Commission, to proceed with Prosus’s acquisition of JET. This acquisition aims to create a leading European food delivery company by combining JET’s established brand with Prosus’s technical expertise and global reach. The acceptance period for shareholders to tender their shares ends on October 1, 2025. Prosus’s CEO, Fabricio Bloisi, expressed excitement about the swift regulatory approval and emphasized the strategic importance of the acquisition in enhancing customer experiences and accelerating growth in the food delivery sector.

Business Operations and StrategyStock Buyback
Prosus Updates Share Repurchase Program, Buys Back Over 2 Million Shares
Positive
Aug 5, 2025

Prosus has announced an update to its ongoing share repurchase program, which involves buying back ordinary shares from free-float shareholders of both Prosus and Naspers. Between July 28 and August 1, 2025, Prosus repurchased over 2.18 million shares at an average price of €50.27 per share, totaling over €110 million. This move is part of Prosus’s strategy to manage its capital structure and potentially enhance shareholder value, reflecting its commitment to maintaining a robust market position.

Business Operations and StrategyStock Buyback
Prosus Updates Share Repurchase Program, Reflects Strong Financial Position
Positive
Jul 29, 2025

Prosus announced an update to its open-ended repurchase program, repurchasing 2,252,449 shares between July 21 and July 25, 2025, at an average price of €51.4684 per share, totaling €115,929,992.59. This move is part of the company’s strategy to manage its capital structure and enhance shareholder value, reflecting its strong financial position and commitment to returning capital to shareholders.

M&A TransactionsRegulatory Filings and Compliance
Prosus Extends Offer Period for Just Eat Takeaway Acquisition
Neutral
Jul 29, 2025

Prosus N.V. has announced an extension of the acceptance period for its public offer to acquire Just Eat Takeaway.com N.V. until October 1, 2025. This extension aligns with the revised competition clearance timeline set by the European Commission, which is expected to make a decision on the transaction by August 11, 2025. The extension is intended to provide Just Eat Takeaway.com shareholders with sufficient time to tender their shares. The transaction is contingent upon receiving competition clearance from the European Commission, which is the last regulatory approval needed for the deal to proceed. Prosus and Just Eat Takeaway.com are working closely with the Commission to secure this clearance.

Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
Prosus Updates Repurchase Program, Reduces Tencent Stake
Neutral
Jul 28, 2025

Prosus announced an update to its ongoing repurchase program, selling a total of 1,132,100 ordinary shares in Tencent, which reduced its ownership stake in Tencent to 22.99883%. This move requires Prosus and Naspers to make a Disclosure of Interest notification to the Stock Exchange of Hong Kong Limited. The repurchase program continues without modifications, reflecting Prosus’s strategic management of its investment portfolio.

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.Date of analysis: Oct 22, 2025